Indiana Oxygen 401(K) Plan — Form 5500 plan (Indiana Oxygen 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, Indiana Oxygen 401(K) Plan is a benefit plan reported by Indiana Oxygen Company under EIN 35-0410770 and plan number 001. The latest loaded filing year is 2023. The filing reports 228 participants and $6,905,197 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$6.9MPlan net assets, end of year$6,905,197
Participants228Covered participants reported
Assets / participant$30.3KComputed: assets ÷ participants$30,286 (computed)
Provider compensation$34.5K2 Schedule C provider row(s)$34,484
Plan sponsor
Indiana Oxygen Company
EIN
35-0410770
Plan number
001
Plan type
2
Location
Indianapolis, IN
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023228H, C20241014112720NAL0014841571001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$6.9M total assets
Net assets$6.9MLiabilities$0
Money in vs. money out
Total income / additions$2.1M
Total expenses$415.6K
Benefits paid / distributions$361.3K
Contributions
Employer$248.3K
Participant$735K
Full reported line items

Net assets

Total assets (EOY)
$6,905,197
Total liabilities (EOY)
$0
Net assets (EOY)
$6,905,197
Net assets (BOY)
$5,261,688

Income & contributions

Employer contributions
$248,289
Participant contributions
$734,989
Total contributions
$1,070,828
Total income / additions
$2,059,093

Expenses & distributions

Benefits paid
$361,321
Administrative expenses
$34,534
Total expenses
$415,584
Net increase / (decrease)
$1,643,509
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 25%Participant 75%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income18%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ascensus LLCRECORDKEEPER$20,184not reported in the loaded dataset2023
Qp ConsultingINVESTMENT ADVISOR$14,300not reported in the loaded dataset2023

Related Form 5500 pages