Plan5500

Obr Cooling Towers 401k/Profit Sharing Plan — Form 5500 plan (Obr Cooling Towers, 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, Obr Cooling Towers 401k/Profit Sharing Plan is a benefit plan reported by Obr Cooling Towers, Inc. under EIN 31-1516832 and plan number 001. The latest loaded filing year is 2023. The filing reports 277 participants and $8,936,435 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Obr Cooling Towers, Inc.
EIN
31-1516832
Plan number
001
Plan type
2
Location
Northwood, OH
Latest filing year
2023
Participants
277
End-of-year plan assets
$8,936,435

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023277H, C20250106133445NAL0013034960001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,936,435
Total liabilities (EOY)
$0
Net assets (EOY)
$8,936,435
Net assets (BOY)
$7,571,037

Income & contributions

Employer contributions
$515,815
Participant contributions
$541,513
Total contributions
$1,057,328
Total income / additions
$3,184,535

Expenses & distributions

Benefits paid
$1,809,614
Administrative expenses
$9,523
Total expenses
$1,819,137
Net increase / (decrease)
$1,365,398

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Securities America IncINVESTMENT ADVISOR$22,854not reported in the loaded dataset2023
Dyatech LLCCONTRACT ADMIN$5,569not reported in the loaded dataset2023
Capital Group Retirement PlanRECORDKEEPER$1,078not reported in the loaded dataset2023

Related Form 5500 pages