Ontario Refrigeration Service, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Ontario Refrigeration Service, 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, Ontario Refrigeration Service, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Ontario Refrigeration Service, Inc. under EIN 95-2750584 and plan number 001. The latest loaded filing year is 2023. The filing reports 397 participants and $25,383,992 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ontario Refrigeration Service, Inc.
- EIN
- 95-2750584
- Plan number
- 001
- Plan type
- 2
- Location
- Ontario, CA
- Latest filing year
- 2023
- Participants
- 397
- End-of-year plan assets
- $25,383,992
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 397 | H, C | 20241015202333NAL0051247488001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,383,992
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,383,992
- Net assets (BOY)
- $22,771,403
Income & contributions
- Employer contributions
- $590,725
- Participant contributions
- $1,780,540
- Total contributions
- $2,935,245
- Total income / additions
- $6,662,163
Expenses & distributions
- Benefits paid
- $3,910,828
- Administrative expenses
- $110,519
- Total expenses
- $4,049,574
- Net increase / (decrease)
- $2,612,589
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pasadena Private Wealth Inc | INVESTMENT ADVISOR | $57,265 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER ADVISOR | $38,556 | $0 | 2023 |
| Ascensus Holding Inc Dba Futureplan | TPA | $7,595 | $10,000 | 2023 |
| Empower Advisory Group LLC | INVESTMENT ADMINISTRATOR | $13,249 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ontario Refrigeration Service, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Ontario, CA
- Pasadena Private Wealth Inc — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Ascensus Holding Inc Dba Futureplan — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation