2023 Form 5500 filing — Ottenweller Company, Incorporated 401(K) Profit Sharing 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 20240709093822NAL0021631152001) for Ottenweller Company, Incorporated 401(K) Profit Sharing Plan, reported by Ottenweller Company, Inc. under EIN 35-0904506 and plan number 002. It reports 196 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$9.3MReported net assets$9,311,166
Participants196
Provider compensation$41.6K2 Schedule C row(s)$41,614
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240709093822NAL0021631152001
Plan sponsor
Ottenweller Company, Inc.
EIN
35-0904506
Plan number
002
Location
Fort Wayne, IN
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

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

Reported balance (end of year)$9.3M total assets
Net assets$9.3MLiabilities$0
Money in vs. money out
Total income / additions$2M
Total expenses$943.4K
Benefits paid / distributions$901.6K
Contributions
Employer$102.7K
Participant$490.8K
Full reported line items
Total assets (EOY)
$9,311,166
Total liabilities (EOY)
$0
Net assets (EOY)
$9,311,166
Employer contributions
$102,686
Participant contributions
$490,847
Total income / additions
$1,983,696
Benefits paid
$901,618
Administrative expenses
$41,614
Total expenses
$943,377
Net increase / (decrease)
$1,040,319
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    ADVISOR · Direct $21.1K
  2. 2
    RECORDKEEPER · Direct $20.5K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240709093822NAL0021631152001 cover?
It is the 2023 Form 5500 filing for Ottenweller Company, Incorporated 401(K) Profit Sharing Plan, reported by Ottenweller Company, Inc. (EIN 35-0904506).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages