2023 Form 5500 filing — Otr Wheel Engineering, 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 20241010092245NAL0009849987001) for Otr Wheel Engineering, Inc. 401(K) Plan, reported by Otr Wheel Engineering, Inc. under EIN 58-1862442 and plan number 001. It reports 580 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010092245NAL0009849987001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Otr Wheel Engineering, Inc.
- EIN
- 58-1862442
- Plan number
- 001
- Location
- Rome, GA
- Participants
- 580
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,187,995
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,187,995
- Employer contributions
- $791,468
- Participant contributions
- $1,497,862
- Total income / additions
- $4,872,580
- Benefits paid
- $1,102,804
- Administrative expenses
- $78,631
- Total expenses
- $1,200,846
- Net increase / (decrease)
- $3,671,734
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $43,728 | $0 |
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $30,000 | not reported in the loaded dataset |
| Resources Investment Advisors, LLC | INVESTMENT MGMT | $4,503 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | OTHER | $400 | not reported in the loaded dataset |