Oem Controls, Inc. Profit Sharing Plan — Form 5500 plan (Oem Controls, 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, Oem Controls, Inc. Profit Sharing Plan is a benefit plan reported by Oem Controls, Inc. under EIN 06-0811555 and plan number 001. The latest loaded filing year is 2023. The filing reports 254 participants and $28,291,054 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$28.3MPlan net assets, end of year$28,291,054
Participants254Covered participants reported
Assets / participant$111.4KComputed: assets ÷ participants$111,382 (computed)
Provider compensation$20.9K2 Schedule C provider row(s)$20,899
Plan sponsor
Oem Controls, Inc.
EIN
06-0811555
Plan number
001
Plan type
2
Location
Shelton, CT
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023254H, C20240716105643NAL0001481315001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$28.3M total assets
Net assets$28.3MLiabilities$0
Money in vs. money out
Total income / additions$5.4M
Total expenses$1.7M
Benefits paid / distributions$1.6M
Contributions
Employer$394.5K
Participant$825.3K
Full reported line items

Net assets

Total assets (EOY)
$28,291,054
Total liabilities (EOY)
$0
Net assets (EOY)
$28,291,054
Net assets (BOY)
$24,594,854

Income & contributions

Employer contributions
$394,467
Participant contributions
$825,293
Total contributions
$1,219,760
Total income / additions
$5,355,455

Expenses & distributions

Benefits paid
$1,596,510
Administrative expenses
$62,745
Total expenses
$1,659,255
Net increase / (decrease)
$3,696,200
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 32%Participant 68%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income30%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wells Fargo Clearing Services LLCADVISOR$38,620not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$17,721$02023

Related Form 5500 pages