2023 Form 5500 filing — Owen Brothers / Southeastern Paperboard 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 20260218160756NAL0009249267001) for Owen Brothers / Southeastern Paperboard 401(K) Profit Sharing Plan, reported by Owen Brothers, Inc. under EIN 58-1364922 and plan number 001. It reports 242 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20260218160756NAL0009249267001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Owen Brothers, Inc.
- EIN
- 58-1364922
- Plan number
- 001
- Location
- Piedmont, SC
- Participants
- 242
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,169,988
- Total liabilities (EOY)
- $1,500
- Net assets (EOY)
- $2,168,488
- Employer contributions
- $0
- Participant contributions
- $89,232
- Total income / additions
- $442,125
- Benefits paid
- $149,245
- Administrative expenses
- $53,904
- Total expenses
- $203,149
- Net increase / (decrease)
- $238,976
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kassouf Retirement Plan Serv, LLC | NONE | $21,552 | not reported in the loaded dataset |
| Nicholas, Cauley & Associates, LLC | NONE | $17,771 | not reported in the loaded dataset |
| Bam Advisor Services, LLC | NONE | $13,714 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $867 | $0 |