C. Overaa & Co. Profit Sharing 401(K) Plan — Form 5500 plan (C. Overaa & Co.)
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, C. Overaa & Co. Profit Sharing 401(K) Plan is a benefit plan reported by C. Overaa & Co. under EIN 94-1127348 and plan number 001. The latest loaded filing year is 2023. The filing reports 209 participants and $46,538,516 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- C. Overaa & Co.
- EIN
- 94-1127348
- Plan number
- 001
- Plan type
- 2
- Location
- Richmond, CA
- Latest filing year
- 2023
- Participants
- 209
- End-of-year plan assets
- $46,538,516
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 209 | H, C | 20241011185124NAL0039836400001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $46,538,516
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,538,516
- Net assets (BOY)
- $39,228,117
Income & contributions
- Employer contributions
- $1,581,738
- Participant contributions
- $1,742,632
- Total contributions
- $3,430,231
- Total income / additions
- $10,231,261
Expenses & distributions
- Benefits paid
- $2,884,965
- Administrative expenses
- $35,897
- Total expenses
- $2,920,862
- Net increase / (decrease)
- $7,310,399
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $25,424 | $25 | 2023 |
| Silicon Valley Accountancy | NONE | $10,473 | not reported in the loaded dataset | 2023 |