Opn Architects, Inc. Profit Sharing Plan — Form 5500 plan (Opn Architects, 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, Opn Architects, Inc. Profit Sharing Plan is a benefit plan reported by Opn Architects, Inc. under EIN 42-1043334 and plan number 002. The latest loaded filing year is 2023. The filing reports 148 participants and $34,689,261 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$34.7MPlan net assets, end of year$34,689,261
Participants148Covered participants reported
Assets / participant$234.4KComputed: assets ÷ participants$234,387 (computed)
Provider compensation$83.4K3 Schedule C provider row(s)$83,444
Plan sponsor
Opn Architects, Inc.
EIN
42-1043334
Plan number
002
Plan type
2
Location
Cedar Rapids, IA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023148H, C20241015114811NAL0016263763001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$34.7M total assets
Net assets$34.7MLiabilities$0
Money in vs. money out
Total income / additions$7.6M
Total expenses$3.3M
Benefits paid / distributions$3.2M
Contributions
Employer$953.5K
Participant$1.3M
Full reported line items

Net assets

Total assets (EOY)
$34,689,261
Total liabilities (EOY)
$0
Net assets (EOY)
$34,689,261
Net assets (BOY)
$30,363,590

Income & contributions

Employer contributions
$953,486
Participant contributions
$1,313,317
Total contributions
$2,278,254
Total income / additions
$7,643,146

Expenses & distributions

Benefits paid
$3,246,332
Administrative expenses
$71,143
Total expenses
$3,317,475
Net increase / (decrease)
$4,325,671
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 42%Participant 58%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income42%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
City State BankNONE$70,856not reported in the loaded dataset2023
Charles Schwab Trust CompanyNONE$0$12,5882023
Charles Schwab & Co., Inc.NONE$0$02023

Related Form 5500 pages