Fresno Oxygen Employees 401(K) Retirement Plan — Form 5500 plan (Fresno Oxygen & Welding Supplies)
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, Fresno Oxygen Employees 401(K) Retirement Plan is a benefit plan reported by Fresno Oxygen & Welding Supplies under EIN 94-1353226 and plan number 001. The latest loaded filing year is 2023. The filing reports 171 participants and $7,312,954 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fresno Oxygen & Welding Supplies
- EIN
- 94-1353226
- Plan number
- 001
- Plan type
- 2
- Location
- Fresno, CA
- Latest filing year
- 2023
- Participants
- 171
- End-of-year plan assets
- $7,312,954
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 171 | H, C | 20241015095259NAL0048729728001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,312,954
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,312,954
- Net assets (BOY)
- $6,240,969
Income & contributions
- Employer contributions
- $193,792
- Participant contributions
- $404,518
- Total contributions
- $598,310
- Total income / additions
- $1,652,455
Expenses & distributions
- Benefits paid
- $553,155
- Administrative expenses
- $27,315
- Total expenses
- $580,470
- Net increase / (decrease)
- $1,071,985
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Commonwealth Financial Network | SERVICE PROVIDER | $0 | $23,011 | 2023 |
| Nexus Administrators Inc | SERVICE PROVIDER | $0 | $3,223 | 2023 |
| Morningstar | INVESTMENT ADVISOR | $0 | $1,073 | 2023 |