2023 Form 5500 filing — Oak Engineering, Inc. Defined Benefit 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 20241011160529NAL0039406368001) for Oak Engineering, Inc. Defined Benefit Plan And Trust, reported by Oak Engineering, Inc. under EIN 36-2659805 and plan number 002. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20241011160529NAL0039406368001
Filing year
2023
Form type
2
Plan sponsor
Oak Engineering, Inc.
EIN
36-2659805
Plan number
002
Location
Batavia, IL
Participants
3
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$2,196,707
Total liabilities (EOY)
$0
Net assets (EOY)
$2,196,707
Employer contributions
$350,000
Participant contributions
$0
Total income / additions
$495,962
Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$495,962
Schedule source
Schedule I

Related Form 5500 pages