Ownersedge Employee Stock Ownership 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 Employee Stock Ownership Plan is a benefit plan reported by Ownersedge Inc. under EIN 47-2035141 and plan number 002. The latest loaded filing year is 2023. The filing reports 357 participants and $76,467,840 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ownersedge Inc.
- EIN
- 47-2035141
- Plan number
- 002
- Plan type
- 2
- Location
- Waukesha, WI
- Latest filing year
- 2023
- Participants
- 357
- End-of-year plan assets
- $76,467,840
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 357 | H | 20241010095209NAL0011350051001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $76,467,840
- Total liabilities (EOY)
- $15,847,127
- Net assets (EOY)
- $60,620,713
- Net assets (BOY)
- $53,783,335
Income & contributions
- Employer contributions
- $1,369,677
- Total contributions
- $1,369,677
- Total income / additions
- $9,699,911
Expenses & distributions
- Benefits paid
- $2,551,092
- Administrative expenses
- $0
- Total expenses
- $2,862,533
- Net increase / (decrease)
- $6,837,378
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.