2023 Form 5500 filing — Owens, Renz And Lee 401(K) 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 20241015154708NAL0015003923001) for Owens, Renz And Lee 401(K) Profit Sharing Plan, reported by Owens, Renz And Lee under EIN 06-1300465 and plan number 001. It reports 622 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015154708NAL0015003923001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Owens, Renz And Lee
- EIN
- 06-1300465
- Plan number
- 001
- Location
- Branford, CT
- Participants
- 622
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,557,433
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,557,433
- Employer contributions
- $66,932
- Participant contributions
- $293,430
- Total income / additions
- $667,621
- Benefits paid
- $377,937
- Administrative expenses
- $15,352
- Total expenses
- $413,556
- Net increase / (decrease)
- $254,065
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pasi LLC | NONE | $12,737 | $2,375 |
| Empower Advisory Group | NONE | $1,445 | not reported in the loaded dataset |
| Pasi Investments, LLC | NONE | $1,170 | not reported in the loaded dataset |
| Empower Annuity Insurance | NONE | $0 | $0 |