Ocala Breeders' Sales Co., Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Ocala Breeders' Sales Co., 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, Ocala Breeders' Sales Co., Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Ocala Breeders' Sales Co., Inc. under EIN 59-1566113 and plan number 001. The latest loaded filing year is 2023. The filing reports 140 participants and $4,651,651 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ocala Breeders' Sales Co., Inc.
EIN
59-1566113
Plan number
001
Plan type
2
Location
Ocala, FL
Latest filing year
2023
Participants
140
End-of-year plan assets
$4,651,651

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023140H, C20240913132244NAL0009956017001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,651,651
Total liabilities (EOY)
$0
Net assets (EOY)
$4,651,651
Net assets (BOY)
$3,981,755

Income & contributions

Employer contributions
$168,172
Participant contributions
$246,800
Total contributions
$414,972
Total income / additions
$1,051,002

Expenses & distributions

Benefits paid
$354,596
Administrative expenses
$26,510
Total expenses
$381,106
Net increase / (decrease)
$669,896

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, Inc.RECORDKEEPER$12,423$02023
Advus Financial Partners, LLCADVISOR$11,939not reported in the loaded dataset2023

Related Form 5500 pages