2023 Form 5500 filing — Christy Employees' Profit Sharing Plan And Trust
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 20241010160029NAL0041448834001) for Christy Employees' Profit Sharing Plan And Trust, reported by O'Brien Industrial Holdings, LLC under EIN 92-0198356 and plan number 001. It reports 168 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010160029NAL0041448834001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- O'Brien Industrial Holdings, LLC
- EIN
- 92-0198356
- Plan number
- 001
- Location
- St. Louis, MO
- Participants
- 168
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,068,893
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,068,893
- Employer contributions
- $522,698
- Participant contributions
- $765,746
- Total income / additions
- $3,612,259
- Benefits paid
- $816,327
- Administrative expenses
- $69,908
- Total expenses
- $886,235
- Net increase / (decrease)
- $2,726,024
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Epic Retirement Plan Services | NONE | $38,311 | not reported in the loaded dataset |
| Clayton Financial Group, LLC | NONE | $31,597 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $0 | $5,871 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |