2023 Form 5500 filing — Oldenburg Group Incorporated 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 20240917105949NAL0006012786001) for Oldenburg Group Incorporated Savings Plan, reported by Oldenburg Group Incorporated under EIN 39-0943085 and plan number 001. It reports 219 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240917105949NAL0006012786001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oldenburg Group Incorporated
- EIN
- 39-0943085
- Plan number
- 001
- Location
- Glendale, WI
- Participants
- 219
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,631,388
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,631,388
- Employer contributions
- $135,825
- Participant contributions
- $401,278
- Total income / additions
- $3,851,383
- Benefits paid
- $3,110,057
- Administrative expenses
- $22,245
- Total expenses
- $3,132,302
- Net increase / (decrease)
- $719,081
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cliftonlarsonallen Llp | NONE | $10,868 | not reported in the loaded dataset |
| Oneamerica Retirement Services LLC | NONE | $8,319 | $0 |
| Matrix Trust Company | NONE | $0 | $0 |