2023 Form 5500 filing — Oak Ridge 401(K) 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 20240712103903NAL0009948723001) for Oak Ridge 401(K) Plan, reported by Automatic Pool Covers, Inc. under EIN 35-1451762 and plan number 001. It reports 307 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240712103903NAL0009948723001
Filing year
2023
Form type
2
Plan sponsor
Automatic Pool Covers, Inc.
EIN
35-1451762
Plan number
001
Location
Westfield, IN
Participants
307
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$10,157,082
Total liabilities (EOY)
$0
Net assets (EOY)
$10,157,082
Employer contributions
$563,462
Participant contributions
$1,199,626
Total income / additions
$3,168,184
Benefits paid
$188,179
Administrative expenses
$10,511
Total expenses
$198,690
Net increase / (decrease)
$2,969,494
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Ascensus LLCNONE$10,511$0

Related Form 5500 pages