Plan5500

Osg Usa, Inc. Profit Sharing And 401(K) Plan — Form 5500 plan (Osg Usa, 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, Osg Usa, Inc. Profit Sharing And 401(K) Plan is a benefit plan reported by Osg Usa, Inc. under EIN 36-2645979 and plan number 001. The latest loaded filing year is 2023. The filing reports 526 participants and $54,478,259 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Osg Usa, Inc.
EIN
36-2645979
Plan number
001
Plan type
2
Location
St. Charles, IL
Latest filing year
2023
Participants
526
End-of-year plan assets
$54,478,259

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023526H, C20241014090741NAL0052877986001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$54,478,259
Total liabilities (EOY)
$0
Net assets (EOY)
$54,478,259
Net assets (BOY)
$48,185,144

Income & contributions

Employer contributions
$1,226,013
Participant contributions
$2,498,716
Total contributions
$4,161,088
Total income / additions
$11,381,007

Expenses & distributions

Benefits paid
$4,973,302
Administrative expenses
$112,596
Total expenses
$5,087,892
Net increase / (decrease)
$6,293,115

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$77,196$02023
Wintrust Investments LLCINVESTMENT ADVISOR$35,000not reported in the loaded dataset2023
Qdro Consultants Co LLCCONSULTING$400not reported in the loaded dataset2023

Related Form 5500 pages