2023 Form 5500 filing — Indiana Oxygen 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 20241014112720NAL0014841571001) for Indiana Oxygen 401(K) Plan, reported by Indiana Oxygen Company under EIN 35-0410770 and plan number 001. It reports 228 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.9MReported net assets$6,905,197
Participants228
Provider compensation$34.5K2 Schedule C row(s)$34,484
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014112720NAL0014841571001
Plan sponsor
Indiana Oxygen Company
EIN
35-0410770
Plan number
001
Location
Indianapolis, IN
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$6.9M total assets
Net assets$6.9MLiabilities$0
Money in vs. money out
Total income / additions$2.1M
Total expenses$415.6K
Benefits paid / distributions$361.3K
Contributions
Employer$248.3K
Participant$735K
Full reported line items
Total assets (EOY)
$6,905,197
Total liabilities (EOY)
$0
Net assets (EOY)
$6,905,197
Employer contributions
$248,289
Participant contributions
$734,989
Total income / additions
$2,059,093
Benefits paid
$361,321
Administrative expenses
$34,534
Total expenses
$415,584
Net increase / (decrease)
$1,643,509

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Ascensus LLCRECORDKEEPER$20,184not reported in the loaded dataset
Qp ConsultingINVESTMENT ADVISOR$14,300not reported in the loaded dataset

Related Form 5500 pages