Oasys, Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Oasys, Inc.)

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, Oasys, Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Oasys, Inc. under EIN 27-3847584 and plan number 001. The latest loaded filing year is 2023. The filing reports 184 participants and $8,838,432 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Oasys, Inc.
EIN
27-3847584
Plan number
001
Plan type
2
Location
Huntsville, AL
Latest filing year
2023
Participants
184
End-of-year plan assets
$8,838,432

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023184H, C20240912100252NAL0008364161001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,838,432
Total liabilities (EOY)
$0
Net assets (EOY)
$8,838,432
Net assets (BOY)
$7,911,055

Income & contributions

Employer contributions
$378,667
Participant contributions
$902,819
Total contributions
$1,366,234
Total income / additions
$2,590,209

Expenses & distributions

Benefits paid
$1,577,424
Administrative expenses
$85,408
Total expenses
$1,662,832
Net increase / (decrease)
$927,377

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Avantax Retirement Plan ServicesRECORDKEEPER$85,409not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$0$02023

Related Form 5500 pages