2023 Form 5500 filing — O.A.R.S. Companies, Inc. 401(K) 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 20240924164445NAL0013071729001) for O.A.R.S. Companies, Inc. 401(K) Plan, reported by O.A.R.S. Companies, Inc. under EIN 95-2701160 and plan number 001. It reports 325 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924164445NAL0013071729001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- O.A.R.S. Companies, Inc.
- EIN
- 95-2701160
- Plan number
- 001
- Location
- Angles Camp, CA
- Participants
- 325
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,391,816
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,391,816
- Employer contributions
- $76,654
- Participant contributions
- $267,251
- Total income / additions
- $908,811
- Benefits paid
- $340,310
- Administrative expenses
- $36,287
- Total expenses
- $376,597
- Net increase / (decrease)
- $532,214
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Plan Strategies, Inc. | N/A | $22,588 | not reported in the loaded dataset |
| At Retirement Services, LLC | N/A | $13,699 | not reported in the loaded dataset |