The James B. Oswald Co. 401(K) Plan & Trust — Form 5500 plan (James B. Oswald Company)
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, The James B. Oswald Co. 401(K) Plan & Trust is a benefit plan reported by James B. Oswald Company under EIN 34-0445620 and plan number 003. The latest loaded filing year is 2023. The filing reports 900 participants and $196,288,906 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- James B. Oswald Company
- EIN
- 34-0445620
- Plan number
- 003
- Plan type
- 2
- Location
- Cleveland, OH
- Latest filing year
- 2023
- Participants
- 900
- End-of-year plan assets
- $196,288,906
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 900 | H, C | 20241015140651NAL0049812192001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $196,288,906
- Total liabilities (EOY)
- $7,303,338
- Net assets (EOY)
- $188,985,568
- Net assets (BOY)
- $169,021,148
Income & contributions
- Employer contributions
- $2,757,746
- Participant contributions
- $6,150,430
- Total contributions
- $10,039,486
- Total income / additions
- $39,183,463
Expenses & distributions
- Benefits paid
- $19,142,119
- Administrative expenses
- $76,924
- Total expenses
- $19,219,043
- Net increase / (decrease)
- $19,964,420
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $72,399 | not reported in the loaded dataset | 2023 |
| Benefit Trust Company | SERVICE PROVIDER | $0 | $14,498 | 2023 |
| Maloney+Novotny, LLC | SERVICE PROVIDER | $4,525 | not reported in the loaded dataset | 2023 |