Ozz Electric Wa Inc. — Form 5500 plan (Ozz Electric Wa 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, Ozz Electric Wa Inc. is a benefit plan reported by Ozz Electric Wa Inc. under EIN 91-1624156 and plan number 001. The latest loaded filing year is 2023. The filing reports 74 participants and $4,726,499 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$4.7MPlan net assets, end of year$4,726,499
Participants74Covered participants reported
Assets / participant$63.9KComputed: assets ÷ participants$63,872 (computed)
Provider compensation$24.3K2 Schedule C provider row(s)$24,305
Plan sponsor
Ozz Electric Wa Inc.
EIN
91-1624156
Plan number
001
Plan type
2
Location
Redmond, WA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    74 participants · 2Sch ISch C
    View filing →
  2. 2023
    124 participants · 2Sch ISch C
    View filing →
Schedule I · 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)$4.7M total assets
Net assets$4.7MLiabilities$0
Money in vs. money out
Total income / additions$724K
Total expenses$570.7K
Benefits paid / distributions$570.7K
Contributions
Employer$5.9K
Participant$16.9K
Full reported line items

Net assets

Total assets (EOY)
$4,726,499
Total liabilities (EOY)
$0
Net assets (EOY)
$4,726,499
Net assets (BOY)
$4,573,170

Income & contributions

Employer contributions
$5,926
Participant contributions
$16,906
Total income / additions
$724,022

Expenses & distributions

Benefits paid
$570,668
Administrative expenses
$25
Total expenses
$570,693
Net increase / (decrease)
$153,329
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.

Contribution share (employer vs. participant)
Employer 26%Participant 74%
Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income79%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    ADVISOR · Direct $0 · Indirect $23.4K
  2. 2
    RECORDKEEPER · Direct $924 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Ozz Electric Wa Inc.?
Ozz Electric Wa Inc. is reported as sponsored by Ozz Electric Wa Inc. (EIN 91-1624156, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Ozz Electric Wa Inc.?
The latest Form 5500 filing year loaded for Ozz Electric Wa Inc. is 2023.
How many participants does Ozz Electric Wa Inc. report?
Ozz Electric Wa Inc. reports 74 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Ozz Electric Wa Inc.?
Ozz Electric Wa Inc. reports $4,726,499 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages