2023 Form 5500 filing — Ocala Breeders' Sales Co., Inc. 401(K) 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 20240913132244NAL0009956017001) for Ocala Breeders' Sales Co., Inc. 401(K) Profit Sharing Plan, reported by Ocala Breeders' Sales Co., Inc. under EIN 59-1566113 and plan number 001. It reports 140 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240913132244NAL0009956017001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ocala Breeders' Sales Co., Inc.
- EIN
- 59-1566113
- Plan number
- 001
- Location
- Ocala, FL
- Participants
- 140
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,651,651
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,651,651
- Employer contributions
- $168,172
- Participant contributions
- $246,800
- Total income / additions
- $1,051,002
- Benefits paid
- $354,596
- Administrative expenses
- $26,510
- Total expenses
- $381,106
- Net increase / (decrease)
- $669,896
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $12,423 | $0 |
| Advus Financial Partners, LLC | ADVISOR | $11,939 | not reported in the loaded dataset |