2023 Form 5500 filing — Office Management Systems, Inc. 401(K) And 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 20240726092936NAL0010066067001) for Office Management Systems, Inc. 401(K) And Profit Sharing Plan, reported by Office Management Systems, Inc. under EIN 64-0679888 and plan number 001. It reports 207 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240726092936NAL0010066067001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Office Management Systems, Inc.
- EIN
- 64-0679888
- Plan number
- 001
- Location
- Columbus, MS
- Participants
- 207
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,669,622
- Net assets (EOY)
- $14,669,622
- Employer contributions
- $192,230
- Participant contributions
- $592,546
- Total income / additions
- $3,014,221
- Benefits paid
- $2,033,142
- Administrative expenses
- $63,054
- Total expenses
- $2,096,196
- Net increase / (decrease)
- $918,025
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln Retirement Services | CUSTODIAL MGT | $62,529 | not reported in the loaded dataset |
| Stifel Nicolaus And Co Inc | BROKER/ADVISE R | $36,066 | not reported in the loaded dataset |
| T. E. Lott And Company | RECORDKEEPER | $12,066 | not reported in the loaded dataset |