Flex-N-Gate Oklahoma Union #985 401(K) Plan — Form 5500 plan (Flex-N-Gate Oklahoma LLC)
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, Flex-N-Gate Oklahoma Union #985 401(K) Plan is a benefit plan reported by Flex-N-Gate Oklahoma LLC under EIN 37-1415608 and plan number 001. The latest loaded filing year is 2023. The filing reports 462 participants and $7,668,154 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Flex-N-Gate Oklahoma LLC
- EIN
- 37-1415608
- Plan number
- 001
- Plan type
- 2
- Location
- Urbana, IL
- Latest filing year
- 2023
- Participants
- 462
- End-of-year plan assets
- $7,668,154
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 462 | H, C | 20241015094905NAL0014341971001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,668,154
- Total liabilities (EOY)
- $8,429
- Net assets (EOY)
- $7,659,725
- Net assets (BOY)
- $6,368,043
Income & contributions
- Employer contributions
- $345,884
- Participant contributions
- $470,992
- Total contributions
- $816,876
- Total income / additions
- $1,800,172
Expenses & distributions
- Benefits paid
- $469,309
- Administrative expenses
- $18,638
- Total expenses
- $489,173
- Net increase / (decrease)
- $1,310,999
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $11,608 | $0 | 2023 |
| Pnc Institutional Asset Management | ADVISOR | $5,056 | not reported in the loaded dataset | 2023 |