2023 Form 5500 filing — Ofs Brands Employee Savings Plan & Trust
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 20240816141423NAL0024781424001) for Ofs Brands Employee Savings Plan & Trust, reported by Ofs Brands Holdings, Inc. under EIN 35-0279408 and plan number 001. It reports 2,003 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240816141423NAL0024781424001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ofs Brands Holdings, Inc.
- EIN
- 35-0279408
- Plan number
- 001
- Location
- Huntingburg, IN
- Participants
- 2,003
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $84,047,347
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $84,047,347
- Employer contributions
- $1,818,708
- Participant contributions
- $5,329,994
- Total income / additions
- $20,532,277
- Benefits paid
- $8,079,792
- Administrative expenses
- $285,584
- Total expenses
- $8,377,084
- Net increase / (decrease)
- $12,155,193
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $191,576 | $0 |
| Edward D Jones & Co Lp | INVESTMENT ADVISOR | $86,708 | not reported in the loaded dataset |
| Bkd Llp | AUDITOR | $7,300 | not reported in the loaded dataset |