Oec Graphics, Inc. Retirement Plan — Form 5500 plan (Oec Graphics, 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, Oec Graphics, Inc. Retirement Plan is a benefit plan reported by Oec Graphics, Inc. under EIN 39-1300300 and plan number 002. The latest loaded filing year is 2023. The filing reports 272 participants and $28,460,989 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oec Graphics, Inc.
- EIN
- 39-1300300
- Plan number
- 002
- Plan type
- 2
- Location
- Oshkosh, WI
- Latest filing year
- 2023
- Participants
- 272
- End-of-year plan assets
- $28,460,989
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 272 | H, C | 20240823133234NAL0011266320001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,460,989
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,460,989
- Net assets (BOY)
- $24,236,853
Income & contributions
- Employer contributions
- $173,616
- Participant contributions
- $1,140,066
- Total contributions
- $1,327,857
- Total income / additions
- $6,227,118
Expenses & distributions
- Benefits paid
- $1,895,529
- Administrative expenses
- $84,483
- Total expenses
- $2,002,982
- Net increase / (decrease)
- $4,224,136
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Assuredpartners Capital Inc | INVESTMENT ADVISOR | $48,351 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $13,051 | $0 | 2023 |
| Leafhouse Financial Advisors, LLC | OTHER | $10,485 | not reported in the loaded dataset | 2023 |
| Premier Retirement Partners | CONTRACT ADMIN | $7,624 | not reported in the loaded dataset | 2023 |
| Ifp Advisors Inc | INVESTMENT ADVISOR | $4,081 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group | INVESTMENT MANAGEMENT | $1,551 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Oec Graphics, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Oshkosh, WI
- Assuredpartners Capital Inc — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation
- Premier Retirement Partners — Schedule C compensation
- Ifp Advisors Inc — Schedule C compensation
- Empower Advisory Group — Schedule C compensation