Oliver & Company, Inc. Profit Sharing And 401(K) Plan — Form 5500 plan (Oliver & Company, 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, Oliver & Company, Inc. Profit Sharing And 401(K) Plan is a benefit plan reported by Oliver & Company, Inc. under EIN 94-2149409 and plan number 001. The latest loaded filing year is 2023. The filing reports 47 participants and $5,119,874 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oliver & Company, Inc.
- EIN
- 94-2149409
- Plan number
- 001
- Plan type
- 2
- Location
- Richmond, CA
- Latest filing year
- 2023
- Participants
- 47
- End-of-year plan assets
- $5,119,874
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 47 | I | 20240626141653NAL0018517570001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $5,119,874
- Net assets (EOY)
- $5,119,874
- Net assets (BOY)
- $4,366,465
Income & contributions
- Participant contributions
- $318,129
- Total income / additions
- $813,672
Expenses & distributions
- Benefits paid
- $55,856
- Total expenses
- $60,263
- Net increase / (decrease)
- $753,409
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.