Oak Motors Inc 401k Plan — Form 5500 plan (Oak Motors 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, Oak Motors Inc 401k Plan is a benefit plan reported by Oak Motors Inc under EIN 35-1657717 and plan number 001. The latest loaded filing year is 2023. The filing reports 164 participants and $4,630,588 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oak Motors Inc
- EIN
- 35-1657717
- Plan number
- 001
- Plan type
- 2
- Location
- Daleville, IN
- Latest filing year
- 2023
- Participants
- 164
- End-of-year plan assets
- $4,630,588
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 164 | H, C | 20240923105628NAL0020244320001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,630,588
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,630,588
- Net assets (BOY)
- $4,149,762
Income & contributions
- Employer contributions
- $156,608
- Participant contributions
- $323,434
- Total contributions
- $510,627
- Total income / additions
- $1,170,116
Expenses & distributions
- Benefits paid
- $652,134
- Administrative expenses
- $37,156
- Total expenses
- $689,290
- Net increase / (decrease)
- $480,826
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co. | RECORDKEEPER | $14,835 | $0 | 2023 |
| Northwestern Mutual Wealth Mgmt Co | INVESTMENT ADVISOR | $14,192 | not reported in the loaded dataset | 2023 |
| Trinity Pension Consultants | CONTRACT ADMIN | $4,410 | $4,164 | 2023 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $2,595 | not reported in the loaded dataset | 2023 |
| Northwestern Mutual Investment Svcs | BROKER/ADVISOR | $0 | $1,437 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Oak Motors Inc
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Daleville, IN
- Empower Annuity Insurance Co. — Schedule C compensation
- Northwestern Mutual Wealth Mgmt Co — Schedule C compensation
- Trinity Pension Consultants — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation
- Northwestern Mutual Investment Svcs — Schedule C compensation