Oltmans Companies Profit Sharing Plan — Form 5500 plan (Oltmans Companies)
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, Oltmans Companies Profit Sharing Plan is a benefit plan reported by Oltmans Companies under EIN 47-3698702 and plan number 001. The latest loaded filing year is 2023. The filing reports 233 participants and $90,602,157 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oltmans Companies
- EIN
- 47-3698702
- Plan number
- 001
- Plan type
- 2
- Location
- Whittier, CA
- Latest filing year
- 2023
- Participants
- 233
- End-of-year plan assets
- $90,602,157
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 233 | H, C | 20250115145421NAL0035850272001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $90,602,157
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $90,602,157
- Net assets (BOY)
- $75,723,368
Income & contributions
- Employer contributions
- $2,978,000
- Participant contributions
- $1,530,520
- Total contributions
- $4,537,346
- Total income / additions
- $17,369,153
Expenses & distributions
- Benefits paid
- $2,030,328
- Administrative expenses
- $280,359
- Total expenses
- $2,490,364
- Net increase / (decrease)
- $14,878,789
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Trust Co. | TRUSTEE | $137,369 | not reported in the loaded dataset | 2023 |
| Wells Fargo Advisors | INVST MGT | $58,338 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $31,084 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $15,515 | not reported in the loaded dataset | 2023 |
| Agincourt Capital Management, LLC | INVST MGMT | $10,451 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Oltmans Companies
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Whittier, CA
- Newport Trust Co. — Schedule C compensation
- Wells Fargo Advisors — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Agincourt Capital Management, LLC — Schedule C compensation