Otto Candies, LLC Retirement Savings Plan — Form 5500 plan (Otto Candies, LLC)
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, Otto Candies, LLC Retirement Savings Plan is a benefit plan reported by Otto Candies, LLC under EIN 72-0399596 and plan number 001. The latest loaded filing year is 2023. The filing reports 372 participants and $57,294,778 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$57.3MPlan net assets, end of year$57,294,778
Participants372Covered participants reported
Assets / participant$154KComputed: assets ÷ participants$154,018 (computed)
Provider compensation$35K2 Schedule C provider row(s)$35,006
- Plan sponsor
- Otto Candies, LLC
- EIN
- 72-0399596
- Plan number
- 001
- Plan type
- 2
- Location
- Des Allemands, LA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 372 | H, C | 20241014164049NAL0015308579001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$57.3M total assets
Net assets$57.3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $57,294,778
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $57,294,778
- Net assets (BOY)
- $48,526,503
Income & contributions
- Employer contributions
- $496,815
- Participant contributions
- $4,057,609
- Total contributions
- $5,890,456
- Total income / additions
- $15,198,579
Expenses & distributions
- Benefits paid
- $6,436,713
- Administrative expenses
- -$11,112
- Total expenses
- $6,430,304
- Net increase / (decrease)
- $8,768,275
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
89%
Employer 11%Participant 89%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income42%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Woodbury Financial Services Inc | ADVISOR | $0 | $46,118 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$11,112 | $0 | 2023 |