Oglesby Construction 401(K) Profit Sharing Plan — Form 5500 plan (Oglesby Construction, 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, Oglesby Construction 401(K) Profit Sharing Plan is a benefit plan reported by Oglesby Construction, Inc. under EIN 34-1233573 and plan number 001. The latest loaded filing year is 2023. The filing reports 227 participants and $14,968,806 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Oglesby Construction, Inc.
EIN
34-1233573
Plan number
001
Plan type
2
Location
Norwalk, OH
Latest filing year
2023
Participants
227
End-of-year plan assets
$14,968,806

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023227H, C20240828144507NAL0019781616002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,968,806
Net assets (EOY)
$14,968,806
Net assets (BOY)
$12,641,002

Income & contributions

Employer contributions
$171,186
Participant contributions
$747,831
Total contributions
$931,090
Total income / additions
$2,942,881

Expenses & distributions

Benefits paid
$574,360
Administrative expenses
$40,717
Total expenses
$615,077
Net increase / (decrease)
$2,327,804

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$37,361$02023
Fidelity Investments InstitutionalRECORDKEEPER$0$02023

Related Form 5500 pages