Otr Wheel Engineering, Inc. 401(K) Plan — Form 5500 plan (Otr Wheel Engineering, 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, Otr Wheel Engineering, Inc. 401(K) Plan is a benefit plan reported by Otr Wheel Engineering, Inc. under EIN 58-1862442 and plan number 001. The latest loaded filing year is 2023. The filing reports 580 participants and $18,187,995 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Otr Wheel Engineering, Inc.
- EIN
- 58-1862442
- Plan number
- 001
- Plan type
- 2
- Location
- Rome, GA
- Latest filing year
- 2023
- Participants
- 580
- End-of-year plan assets
- $18,187,995
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 580 | H, C | 20241010092245NAL0009849987001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,187,995
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,187,995
- Net assets (BOY)
- $14,516,261
Income & contributions
- Employer contributions
- $791,468
- Participant contributions
- $1,497,862
- Total contributions
- $2,443,239
- Total income / additions
- $4,872,580
Expenses & distributions
- Benefits paid
- $1,102,804
- Administrative expenses
- $78,631
- Total expenses
- $1,200,846
- Net increase / (decrease)
- $3,671,734
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $43,728 | $0 | 2023 |
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $30,000 | not reported in the loaded dataset | 2023 |
| Resources Investment Advisors, LLC | INVESTMENT MGMT | $4,503 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | OTHER | $400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Otr Wheel Engineering, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Rome, GA
- Empower Annuity Insurance Company O — Schedule C compensation
- Onedigital Investment Advisors LLC — Schedule C compensation
- Resources Investment Advisors, LLC — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation