2023 Form 5500 filing — Opn Architects, Inc. Profit Sharing 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 20241015114811NAL0016263763001) for Opn Architects, Inc. Profit Sharing Plan, reported by Opn Architects, Inc. under EIN 42-1043334 and plan number 002. It reports 148 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)$34.7MReported net assets$34,689,261
Participants148
Provider compensation$83.4K3 Schedule C row(s)$83,444
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015114811NAL0016263763001
- Plan sponsor
- Opn Architects, Inc.
- EIN
- 42-1043334
- Plan number
- 002
- Location
- Cedar Rapids, IA
- 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)$34.7M total assets
Net assets$34.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $34,689,261
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,689,261
- Employer contributions
- $953,486
- Participant contributions
- $1,313,317
- Total income / additions
- $7,643,146
- Benefits paid
- $3,246,332
- Administrative expenses
- $71,143
- Total expenses
- $3,317,475
- Net increase / (decrease)
- $4,325,671
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| City State Bank | NONE | $70,856 | not reported in the loaded dataset |
| Charles Schwab Trust Company | NONE | $0 | $12,588 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |