Odw Lts, LLC 401(K) Plan — Form 5500 plan (Odw Lts, LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Odw Lts, LLC 401(K) Plan is a benefit plan reported by Odw Lts, LLC under EIN 26-4751705 and plan number 001. The latest loaded filing year is 2023. The filing reports 129 participants and $6,836,091 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Odw Lts, LLC
EIN
26-4751705
Plan number
001
Plan type
2
Location
Hamilton, OH
Latest filing year
2023
Participants
129
End-of-year plan assets
$6,836,091

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023129H, C20241015103230NAL0014406035001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,836,091
Total liabilities (EOY)
$0
Net assets (EOY)
$6,836,091
Net assets (BOY)
$4,836,572

Income & contributions

Employer contributions
$328,108
Participant contributions
$712,644
Total contributions
$1,136,216
Total income / additions
$2,150,837

Expenses & distributions

Benefits paid
$104,469
Administrative expenses
$46,849
Total expenses
$151,318
Net increase / (decrease)
$1,999,519

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Horan Securities IncINVESTMENT ADVISOR$25,214not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$17,301$02023
Empower Advisory Group, LLCINVESTMENT MGMT$4,334not reported in the loaded dataset2023

Related Form 5500 pages