Otter Products, LLC 401(K) Plan — Form 5500 plan (Otter Products, 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, Otter Products, LLC 401(K) Plan is a benefit plan reported by Otter Products, LLC under EIN 84-1304473 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,250 participants and $74,381,072 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Otter Products, LLC
- EIN
- 84-1304473
- Plan number
- 002
- Plan type
- 2
- Location
- Fort Collins, CO
- Latest filing year
- 2023
- Participants
- 1,250
- End-of-year plan assets
- $74,381,072
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,250 | H, C | 20241003112657NAL0005677203004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $74,381,072
- Net assets (EOY)
- $74,381,072
- Net assets (BOY)
- $70,789,740
Income & contributions
- Employer contributions
- $2,570,404
- Participant contributions
- $5,158,391
- Total contributions
- $8,909,864
- Total income / additions
- $22,528,487
Expenses & distributions
- Benefits paid
- $18,821,325
- Administrative expenses
- $115,830
- Total expenses
- $18,937,155
- Net increase / (decrease)
- $3,591,332
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co Of Am | RECORDKEEPER | $56,243 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $31,840 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $28,916 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Otter Products, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Fort Collins, CO
- Empower Annuity Insurance Co Of Am — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation