2023 Form 5500 filing — Osceola Supply, Inc. 401(K) Retirement Plan

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 20240613135308NAL0062961202001) for Osceola Supply, Inc. 401(K) Retirement Plan, reported by Osceola Supply, Inc. under EIN 59-3181370 and plan number 002. It reports 47 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.5MReported net assets$4,521,629
Participants47
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240613135308NAL0062961202001
Plan sponsor
Osceola Supply, Inc.
EIN
59-3181370
Plan number
002
Location
Midway, FL
Received date
not reported in the loaded dataset
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$4.5M total assets
Net assets$4.5MLiabilities$0
Money in vs. money out
Total income / additions$1M
Total expenses$147.7K
Benefits paid / distributions$134.2K
Contributions
Employer$127.5K
Participant$231.6K
Full reported line items
Total assets (EOY)
$4,521,629
Total liabilities (EOY)
$0
Net assets (EOY)
$4,521,629
Employer contributions
$127,500
Participant contributions
$231,592
Total income / additions
$1,002,279
Benefits paid
$134,225
Administrative expenses
$13,496
Total expenses
$147,721
Net increase / (decrease)
$854,558

Related Form 5500 pages