How many benefit plans does Oak Engineering, Inc. report on Form 5500?

Oak Engineering, Inc. (EIN 36-2659805) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Oak Engineering, Inc.?

The Employer Identification Number (EIN) reported for Oak Engineering, Inc. is 36-2659805.

What is the latest Form 5500 filing year for Oak Engineering, Inc.?

The latest loaded Form 5500 filing year for Oak Engineering, Inc. is 2023.

Oak Engineering, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Oak Engineering, Inc. (EIN 36-2659805) is a plan sponsor located in Batavia, IL with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 36-2659805
Location: Batavia, IL
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $4,813,872
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $4,813,872

Contributions & income

Employer contributions: $429,841
Participant contributions: $60,000
Total income / additions: $1,207,509

Expenses & distributions

Benefits paid / distributions: $0
Total expenses: $0
Net increase / (decrease): $1,207,509

Coverage

Total reported participants: 6
Plans with financial statements: 2
Plans with provider compensation: 0

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Oak Engineering, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Oak Engineering, Inc. Retirement Plan And Trust	001	3	$2,617,165	2023
Oak Engineering, Inc. Defined Benefit Plan And Trust	002	3	$2,196,707	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Oak Engineering, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Oak Engineering, Inc. Retirement Plan And Trust	3	I	20240710164358NAL0008813091001
2023	Oak Engineering, Inc. Defined Benefit Plan And Trust	3	I	20241011160529NAL0039406368001