Ownersedge, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Ownersedge, 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, Ownersedge, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Ownersedge, Inc. under EIN 47-2035141 and plan number 001. The latest loaded filing year is 2023. The filing reports 374 participants and $20,543,943 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ownersedge, Inc.
EIN
47-2035141
Plan number
001
Plan type
2
Location
Waukesha, WI
Latest filing year
2023
Participants
374
End-of-year plan assets
$20,543,943

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023374H, C20241010105631NAL0039802162001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,543,943
Total liabilities (EOY)
$3,430
Net assets (EOY)
$20,540,513
Net assets (BOY)
$18,310,287

Income & contributions

Employer contributions
$2,777
Participant contributions
$1,477,735
Total contributions
$1,548,436
Total income / additions
$4,983,418

Expenses & distributions

Benefits paid
$2,672,932
Administrative expenses
$56,780
Total expenses
$2,753,192
Net increase / (decrease)
$2,230,226

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Spectrum Investment Advisors, Inc.NONE$28,937$02023
Alerus Financial N.A.NONE$27,843$02023

Related Form 5500 pages