2023 Form 5500 filing — Odu-Usa Inc 401(K) Profit Sharing Plan And 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 20260319174207NAL0005303808001) for Odu-Usa Inc 401(K) Profit Sharing Plan And Trust, reported by Odu-Usa Inc under EIN 77-0097866 and plan number 001. It reports 129 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20260319174207NAL0005303808001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Odu-Usa Inc
- EIN
- 77-0097866
- Plan number
- 001
- Location
- Camarillo, CA
- Participants
- 129
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,224,145
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,224,145
- Employer contributions
- $313,865
- Participant contributions
- $839,040
- Total income / additions
- $2,189,337
- Benefits paid
- $296,615
- Administrative expenses
- $25,751
- Total expenses
- $329,307
- Net increase / (decrease)
- $1,860,030
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Monarch Corporate Advisors Inc | INVESTMENT ADVISOR | $23,925 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $1,319 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $507 | not reported in the loaded dataset |