Odw Logistics, Inc. 401(K) Retirement Plan — Form 5500 plan (Odw Logistics, 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, Odw Logistics, Inc. 401(K) Retirement Plan is a benefit plan reported by Odw Logistics, Inc. under EIN 31-0807991 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,361 participants and $24,214,688 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Odw Logistics, Inc.
EIN
31-0807991
Plan number
001
Plan type
2
Location
Columbus, OH
Latest filing year
2023
Participants
1,361
End-of-year plan assets
$24,214,688

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,361H, C20241011093253NAL0010773011001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,214,688
Total liabilities (EOY)
$0
Net assets (EOY)
$24,214,688
Net assets (BOY)
$17,755,596

Income & contributions

Employer contributions
$1,501,051
Participant contributions
$2,995,501
Total contributions
$4,824,941
Total income / additions
$8,223,305

Expenses & distributions

Benefits paid
$1,635,993
Administrative expenses
$127,013
Total expenses
$1,764,213
Net increase / (decrease)
$6,459,092

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$93,197not reported in the loaded dataset2023
Everhart Financial Group IncADVISOR$33,816not reported in the loaded dataset2023

Related Form 5500 pages