2023 Form 5500 filing — Howard H. Osvold Dba Aa Insulation 401k Profit Sharing Plan & Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240506181647NAL0024579153001) for Howard H. Osvold Dba Aa Insulation 401k Profit Sharing Plan & Trust, reported by Howard H Osvold Ttee Of The Howard&Rebecca Osvold Revocable Living Tr under EIN 93-0818370 and plan number 001. It reports 10 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240506181647NAL0024579153001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Howard H Osvold Ttee Of The Howard&Rebecca Osvold Revocable Living Tr
- EIN
- 93-0818370
- Plan number
- 001
- Location
- Ashland, OR
- Participants
- 10
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,187,559
- Net assets (EOY)
- $2,187,559
- Employer contributions
- $114,756
- Participant contributions
- $60,000
- Total income / additions
- $502,460
- Benefits paid
- $38,323
- Administrative expenses
- $13,375
- Total expenses
- $51,698
- Net increase / (decrease)
- $450,762
- Schedule source
- Schedule I