Howard H. Osvold Dba Aa Insulation 401k Profit Sharing Plan & Trust — Form 5500 plan (Howard H Osvold Ttee Of The Howard&Rebecca Osvold Revocable Living Tr)
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, Howard H. Osvold Dba Aa Insulation 401k Profit Sharing Plan & Trust is a benefit plan reported by Howard H Osvold Ttee Of The Howard&Rebecca Osvold Revocable Living Tr under EIN 93-0818370 and plan number 001. The latest loaded filing year is 2023. The filing reports 10 participants and $2,187,559 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Howard H Osvold Ttee Of The Howard&Rebecca Osvold Revocable Living Tr
- EIN
- 93-0818370
- Plan number
- 001
- Plan type
- 2
- Location
- Ashland, OR
- Latest filing year
- 2023
- Participants
- 10
- End-of-year plan assets
- $2,187,559
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10 | I | 20240506181647NAL0024579153001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,187,559
- Net assets (EOY)
- $2,187,559
- Net assets (BOY)
- $1,736,797
Income & contributions
- Employer contributions
- $114,756
- Participant contributions
- $60,000
- Total income / additions
- $502,460
Expenses & distributions
- Benefits paid
- $38,323
- Administrative expenses
- $13,375
- Total expenses
- $51,698
- Net increase / (decrease)
- $450,762
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.