2023 Form 5500 filing — Ozinga Bros., Inc. Employee'S Profit Sharing Plan & 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 20241011124816NAL0010926307001) for Ozinga Bros., Inc. Employee'S Profit Sharing Plan & Trust, reported by Ozinga Bros., Inc. under EIN 36-2332999 and plan number 001. It reports 747 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011124816NAL0010926307001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ozinga Bros., Inc.
- EIN
- 36-2332999
- Plan number
- 001
- Location
- Mokena, IL
- Participants
- 747
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $121,744,755
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $121,744,755
- Employer contributions
- $7,280,378
- Participant contributions
- $4,029,510
- Total income / additions
- $27,647,913
- Benefits paid
- $3,405,442
- Administrative expenses
- $101,179
- Total expenses
- $3,512,805
- Net increase / (decrease)
- $24,135,108
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $124,794 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$23,615 | $0 |