2023 Form 5500 filing — Oldenburg Group Inc Defined Benefit Master Trust
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 20250603132528NAL0007640435001) for Oldenburg Group Inc Defined Benefit Master Trust, reported by Oldenburg Group Incorporated under EIN 39-2036526 and plan number 001. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250603132528NAL0007640435001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Oldenburg Group Incorporated
- EIN
- 39-2036526
- Plan number
- 001
- Location
- Glendale, WI
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,463,605
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,463,605
- Employer contributions
- $95,692
- Total income / additions
- $602,845
- Benefits paid
- $383,142
- Administrative expenses
- $67,632
- Total expenses
- $450,774
- Net increase / (decrease)
- $152,071
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Egps, Inc. | NONE | $17,825 | not reported in the loaded dataset |
| Us Bank | NONE | $10,303 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $9,240 | not reported in the loaded dataset |