Odu-Usa Inc 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Odu-Usa 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, Odu-Usa Inc 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Odu-Usa Inc under EIN 77-0097866 and plan number 001. The latest loaded filing year is 2023. The filing reports 129 participants and $8,224,145 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Odu-Usa Inc
- EIN
- 77-0097866
- Plan number
- 001
- Plan type
- 2
- Location
- Camarillo, CA
- Latest filing year
- 2023
- Participants
- 129
- End-of-year plan assets
- $8,224,145
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 129 | H, C | 20260319174207NAL0005303808001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,224,145
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,224,145
- Net assets (BOY)
- $6,364,115
Income & contributions
- Employer contributions
- $313,865
- Participant contributions
- $839,040
- Total contributions
- $1,152,905
- Total income / additions
- $2,189,337
Expenses & distributions
- Benefits paid
- $296,615
- Administrative expenses
- $25,751
- Total expenses
- $329,307
- Net increase / (decrease)
- $1,860,030
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Monarch Corporate Advisors Inc | INVESTMENT ADVISOR | $23,925 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $1,319 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $507 | not reported in the loaded dataset | 2023 |