Ox Industries 401(K) Plan — Form 5500 plan (Ox Paper Tube & Core, 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, Ox Industries 401(K) Plan is a benefit plan reported by Ox Paper Tube & Core, LLC under EIN 46-5660730 and plan number 001. The latest loaded filing year is 2023. The filing reports 596 participants and $21,689,464 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ox Paper Tube & Core, LLC
- EIN
- 46-5660730
- Plan number
- 001
- Plan type
- 2
- Location
- Hanover, PA
- Latest filing year
- 2023
- Participants
- 596
- End-of-year plan assets
- $21,689,464
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 596 | H, C | 20241209124734NAL0009226321001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,689,464
- Net assets (EOY)
- $21,689,464
- Net assets (BOY)
- $17,687,560
Income & contributions
- Employer contributions
- $1,248,948
- Participant contributions
- $2,031,943
- Total contributions
- $3,564,120
- Total income / additions
- $6,531,947
Expenses & distributions
- Benefits paid
- $2,399,366
- Administrative expenses
- $130,677
- Total expenses
- $2,530,043
- Net increase / (decrease)
- $4,001,904
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners LLC | SERVICE PROVIDER | $0 | $56,250 | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $100 | $0 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ox Paper Tube & Core, LLC
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Hanover, PA
- Capfinancial Partners LLC — Schedule C compensation
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation