O'Fallon Casting, LLC 401(K) Plan — Form 5500 plan (O'Fallon Casting, LLC)
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, O'Fallon Casting, LLC 401(K) Plan is a benefit plan reported by O'Fallon Casting, LLC under EIN 04-3777356 and plan number 001. The latest loaded filing year is 2023. The filing reports 277 participants and $16,650,560 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- O'Fallon Casting, LLC
- EIN
- 04-3777356
- Plan number
- 001
- Plan type
- 2
- Location
- O Fallon, MO
- Latest filing year
- 2023
- Participants
- 277
- End-of-year plan assets
- $16,650,560
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 277 | H, C | 20241011143507NAL0044635890001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,650,560
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,650,560
- Net assets (BOY)
- $16,484,278
Income & contributions
- Employer contributions
- $643,608
- Participant contributions
- $855,416
- Total contributions
- $1,587,829
- Total income / additions
- $3,701,789
Expenses & distributions
- Benefits paid
- $3,454,438
- Administrative expenses
- $60,857
- Total expenses
- $3,535,507
- Net increase / (decrease)
- $166,282
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co Of Am | SERVICE PROVIDER | $68,828 | $0 | 2023 |
| Huntleigh Advisors Inc | INVESTMENT ADVISOR | $30,776 | $0 | 2023 |
| Pension And Retirement Services | TPA | $3,850 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for O'Fallon Casting, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in O Fallon, MO
- Empower Annuity Insurance Co Of Am — Schedule C compensation
- Huntleigh Advisors Inc — Schedule C compensation
- Pension And Retirement Services — Schedule C compensation