2023 Form 5500 filing — The Savings & Investment Plan For Employees Of Oberg Industries LLC
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 20241015114304NAL0029436017001) for The Savings & Investment Plan For Employees Of Oberg Industries LLC, reported by Oberg Industries, LLC under EIN 83-2134609 and plan number 003. It reports 881 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015114304NAL0029436017001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oberg Industries, LLC
- EIN
- 83-2134609
- Plan number
- 003
- Location
- Freeport, PA
- Participants
- 881
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $102,483,215
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $102,483,215
- Employer contributions
- $3,353,495
- Participant contributions
- $3,780,911
- Total income / additions
- $21,452,970
- Benefits paid
- $10,499,201
- Administrative expenses
- $138,000
- Total expenses
- $10,640,238
- Net increase / (decrease)
- $10,812,732
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $73,001 | $0 |
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $64,999 | not reported in the loaded dataset |