2023 Form 5500 filing — Obr Cooling Towers 401k/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 20250106133445NAL0013034960001) for Obr Cooling Towers 401k/Profit Sharing Plan, reported by Obr Cooling Towers, Inc. under EIN 31-1516832 and plan number 001. It reports 277 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250106133445NAL0013034960001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Obr Cooling Towers, Inc.
- EIN
- 31-1516832
- Plan number
- 001
- Location
- Northwood, OH
- Participants
- 277
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,936,435
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,936,435
- Employer contributions
- $515,815
- Participant contributions
- $541,513
- Total income / additions
- $3,184,535
- Benefits paid
- $1,809,614
- Administrative expenses
- $9,523
- Total expenses
- $1,819,137
- Net increase / (decrease)
- $1,365,398
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Securities America Inc | INVESTMENT ADVISOR | $22,854 | not reported in the loaded dataset |
| Dyatech LLC | CONTRACT ADMIN | $5,569 | not reported in the loaded dataset |
| Capital Group Retirement Plan | RECORDKEEPER | $1,078 | not reported in the loaded dataset |