How many benefit plans does C. Overaa & Co. report on Form 5500?

C. Overaa & Co. (EIN 94-1127348) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for C. Overaa & Co.?

The Employer Identification Number (EIN) reported for C. Overaa & Co. is 94-1127348.

What is the latest Form 5500 filing year for C. Overaa & Co.?

The latest loaded Form 5500 filing year for C. Overaa & Co. is 2023.

C. Overaa & Co. — 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, C. Overaa & Co. (EIN 94-1127348) is a plan sponsor located in Richmond, CA with 1 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: 94-1127348
Location: Richmond, CA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $46,538,516
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $46,538,516

Contributions & income

Employer contributions: $1,581,738
Participant contributions: $1,742,632
Total income / additions: $10,231,261

Expenses & distributions

Benefits paid / distributions: $2,884,965
Total expenses: $2,920,862
Net increase / (decrease): $7,310,399

Coverage

Total reported participants: 328
Plans with financial statements: 1
Plans with provider compensation: 1

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

C. Overaa & Co. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
C. Overaa & Co. Profit Sharing 401(K) Plan	001	209	$46,538,516	2023
C. Overaa And Co. Health And Welfare Plan	501	119	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for C. Overaa & Co.
Year	Plan	Participants	Schedules	Filing
2023	C. Overaa And Co. Health And Welfare Plan	119	—	20240620175040NAL0001187427001
2023	C. Overaa & Co. Profit Sharing 401(K) Plan	209	H, C	20241011185124NAL0039836400001