2023 Form 5500 filing — Palfinger U.S.A. Retirement 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 20241202174042NAL0003425650001) for Palfinger U.S.A. Retirement Profit Sharing Plan, reported by Omaha Standard, LLC under EIN 46-2423518 and plan number 001. It reports 1,015 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241202174042NAL0003425650001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Omaha Standard, LLC
- EIN
- 46-2423518
- Plan number
- 001
- Location
- Council Bluffs, IA
- Participants
- 1,015
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,335,585
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,335,585
- Employer contributions
- $1,962,237
- Participant contributions
- $5,048,671
- Total income / additions
- $12,419,307
- Benefits paid
- $7,520,050
- Administrative expenses
- $173,631
- Total expenses
- $7,695,464
- Net increase / (decrease)
- $4,723,843
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $101,475 | $0 |
| Usi Advisors, Inc. | INVESTMENT ADVISORY | $69,981 | $19 |
| Rsm Us Llp | ACCOUNTANT | $9,600 | not reported in the loaded dataset |