2023 Form 5500 filing — Oltmans Companies 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 20250115145421NAL0035850272001) for Oltmans Companies Profit Sharing Plan, reported by Oltmans Companies under EIN 47-3698702 and plan number 001. It reports 233 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115145421NAL0035850272001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oltmans Companies
- EIN
- 47-3698702
- Plan number
- 001
- Location
- Whittier, CA
- Participants
- 233
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $90,602,157
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $90,602,157
- Employer contributions
- $2,978,000
- Participant contributions
- $1,530,520
- Total income / additions
- $17,369,153
- Benefits paid
- $2,030,328
- Administrative expenses
- $280,359
- Total expenses
- $2,490,364
- Net increase / (decrease)
- $14,878,789
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Trust Co. | TRUSTEE | $137,369 | not reported in the loaded dataset |
| Wells Fargo Advisors | INVST MGT | $58,338 | not reported in the loaded dataset |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $31,084 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $15,515 | not reported in the loaded dataset |
| Agincourt Capital Management, LLC | INVST MGMT | $10,451 | not reported in the loaded dataset |