2023 Form 5500 filing — Office Basics, 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 20240927110436NAL0002181777001) for Office Basics, Inc. 401(K) Plan, reported by Office Basics, Inc. under EIN 23-2474862 and plan number 001. It reports 186 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927110436NAL0002181777001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Office Basics, Inc.
- EIN
- 23-2474862
- Plan number
- 001
- Location
- Boothwyn, PA
- Participants
- 186
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,643,775
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,643,775
- Employer contributions
- $146,116
- Participant contributions
- $511,354
- Total income / additions
- $2,847,266
- Benefits paid
- $1,314,566
- Administrative expenses
- $42,802
- Total expenses
- $1,357,368
- Net increase / (decrease)
- $1,489,898
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kathmere Capital Management | NONE | $20,355 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE | $15,462 | $0 |
| Kreischer Miller | NONE | $6,985 | not reported in the loaded dataset |