Overland West, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Overland West, 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, Overland West, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Overland West, Inc. under EIN 87-0440922 and plan number 001. The latest loaded filing year is 2023. The filing reports 414 participants and $36,881,647 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Overland West, Inc.
- EIN
- 87-0440922
- Plan number
- 001
- Plan type
- 2
- Location
- Ogden, UT
- Latest filing year
- 2023
- Participants
- 414
- End-of-year plan assets
- $36,881,647
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 414 | H, C | 20240913100533NAL0009764625001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,881,647
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,881,647
- Net assets (BOY)
- $35,176,206
Income & contributions
- Employer contributions
- $2,750,274
- Participant contributions
- $1,139,784
- Total contributions
- $3,890,574
- Total income / additions
- $9,109,385
Expenses & distributions
- Benefits paid
- $7,235,179
- Administrative expenses
- $168,765
- Total expenses
- $7,403,944
- Net increase / (decrease)
- $1,705,441
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $88,986 | not reported in the loaded dataset | 2023 |
| Ascensus Holdings Inc Dba Futurepln | CONTRACT ADMIN | $3,353 | $17,597 | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $2,100 | $0 | 2023 |
| Empower Advisory Group | INVESTMENT MGMT | $1,089 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Overland West, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Ogden, UT
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Ascensus Holdings Inc Dba Futurepln — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- Empower Advisory Group — Schedule C compensation