Oak Engineering, Inc. Retirement Plan And Trust — Form 5500 plan (Oak Engineering, 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 Engineering, Inc. Retirement Plan And Trust is a benefit plan reported by Oak Engineering, Inc. under EIN 36-2659805 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $2,617,165 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oak Engineering, Inc.
- EIN
- 36-2659805
- Plan number
- 001
- Plan type
- 2
- Location
- Batavia, IL
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $2,617,165
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20240710164358NAL0008813091001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,617,165
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,617,165
- Net assets (BOY)
- $1,905,618
Income & contributions
- Employer contributions
- $79,841
- Participant contributions
- $60,000
- Total income / additions
- $711,547
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $711,547
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.