2023 Form 5500 filing — Offutt Companies 401(K) Savings 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 20240716092626NAL0002344097001) for Offutt Companies 401(K) Savings Plan, reported by R.D. Offutt Company under EIN 81-4124511 and plan number 001. It reports 6,312 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240716092626NAL0002344097001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- R.D. Offutt Company
- EIN
- 81-4124511
- Plan number
- 001
- Location
- Fargo, ND
- Participants
- 6,312
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $501,276,799
- Total liabilities (EOY)
- $195,936
- Net assets (EOY)
- $501,080,863
- Employer contributions
- $17,421,025
- Participant contributions
- $38,736,146
- Total income / additions
- $130,719,280
- Benefits paid
- $31,665,478
- Administrative expenses
- $751,003
- Total expenses
- $32,416,481
- Net increase / (decrease)
- $98,302,799
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $462,723 | $0 |
| The Ayco Company L.P. | NONE | $200,000 | not reported in the loaded dataset |
| Capfinancial Partners LLC | NONE | $72,180 | not reported in the loaded dataset |
| Eidebailly Llp | NONE | $15,500 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $359 | $0 |