2023 Form 5500 filing — Oss Retirement Savings And Investment 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 20240910153300NAL0005844753001) for Oss Retirement Savings And Investment Plan, reported by Office Support Services, LLC under EIN 82-3549688 and plan number 002. It reports 1,006 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240910153300NAL0005844753001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Office Support Services, LLC
- EIN
- 82-3549688
- Plan number
- 002
- Location
- Thomasville, GA
- Participants
- 1,006
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $52,866,589
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,866,589
- Employer contributions
- $989,549
- Participant contributions
- $2,650,392
- Total income / additions
- $11,276,691
- Benefits paid
- $7,908,165
- Administrative expenses
- $94,630
- Total expenses
- $8,002,795
- Net increase / (decrease)
- $3,273,896
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc. | CONSULTANT | $73,500 | not reported in the loaded dataset |
| Forvis Mazars, Llp | ACCOUNTANT | $14,963 | not reported in the loaded dataset |
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $6,192 | $0 |