Omega Electric Construction Company, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Omega Electric Construction Company, Inc.)
Plain-English plan 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, Omega Electric Construction Company, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Omega Electric Construction Company, Inc. under EIN 04-2425819 and plan number 001. The latest loaded filing year is 2023. The filing reports 139 participants and $7,243,449 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Omega Electric Construction Company, Inc.
- EIN
- 04-2425819
- Plan number
- 001
- Plan type
- 2
- Location
- South Burlington, VT
- Latest filing year
- 2023
- Participants
- 139
- End-of-year plan assets
- $7,243,449
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 139 | H, C | 20241001083017NAL0006513937001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,243,449
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,243,449
- Net assets (BOY)
- $6,716,743
Income & contributions
- Employer contributions
- $225,325
- Participant contributions
- $308,949
- Total contributions
- $534,274
- Total income / additions
- $1,521,596
Expenses & distributions
- Benefits paid
- $954,741
- Administrative expenses
- $40,149
- Total expenses
- $994,890
- Net increase / (decrease)
- $526,706
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Investment Services LLC | INVESTMENT ADVISOR | $19,611 | not reported in the loaded dataset | 2023 |
| Bilodeau Wells & Co., P.C. | AUDITOR | $10,300 | not reported in the loaded dataset | 2023 |
| Future Planning Associates, Inc. | TPA | $8,950 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Omega Electric Construction Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VT
- 401(k) and benefit plan filings in South Burlington, VT
- Kestra Investment Services LLC — Schedule C compensation
- Bilodeau Wells & Co., P.C. — Schedule C compensation
- Future Planning Associates, Inc. — Schedule C compensation