Oak Craft, Inc. Employee Profit Sharing Plan — Form 5500 plan (Oak Craft, 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, Oak Craft, Inc. Employee Profit Sharing Plan is a benefit plan reported by Oak Craft, Inc. under EIN 86-0463849 and plan number 002. The latest loaded filing year is 2023. The filing reports 266 participants and $3,101,716 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Oak Craft, Inc.
EIN
86-0463849
Plan number
002
Plan type
2
Location
Peoria, AZ
Latest filing year
2023
Participants
266
End-of-year plan assets
$3,101,716

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023266H, C20240913095439NAL0019492322001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,101,716
Total liabilities (EOY)
$0
Net assets (EOY)
$3,101,716
Net assets (BOY)
$2,693,241

Income & contributions

Employer contributions
$57,250
Participant contributions
$280,757
Total contributions
$338,007
Total income / additions
$804,068

Expenses & distributions

Benefits paid
$346,881
Administrative expenses
$36,018
Total expenses
$395,593
Net increase / (decrease)
$408,475

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$26,346$02023
Woodbury Financial Services Inc.INVESTMENT/FINANCIAL ADVI$9,670$02023

Related Form 5500 pages