Osco Industries, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Osco Industries, 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, Osco Industries, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Osco Industries, Inc. under EIN 31-4271610 and plan number 001. The latest loaded filing year is 2023. The filing reports 409 participants and $44,400,295 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Osco Industries, Inc.
EIN
31-4271610
Plan number
001
Plan type
2
Location
Portsmouth, OH
Latest filing year
2023
Participants
409
End-of-year plan assets
$44,400,295

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023409H, C20241014121824NAL0045919472001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$44,400,295
Total liabilities (EOY)
$0
Net assets (EOY)
$44,400,295
Net assets (BOY)
$40,507,643

Income & contributions

Employer contributions
$1,164,763
Participant contributions
$227,148
Total contributions
$1,391,911
Total income / additions
$7,345,524

Expenses & distributions

Benefits paid
$3,361,974
Administrative expenses
$84,545
Total expenses
$3,452,872
Net increase / (decrease)
$3,892,652

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Ins. Co. Of AmericaRECORDKEEPER$9,598$02023
Empower Advisory Group, LLCINVESTMENT MGMT$5,351not reported in the loaded dataset2023

Related Form 5500 pages