Omega Engineering 401(K) Plan — Form 5500 plan (Omega Engineering 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 Engineering 401(K) Plan is a benefit plan reported by Omega Engineering Inc. under EIN 06-6041011 and plan number 002. The latest loaded filing year is 2023. The filing reports 663 participants and $48,984,817 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Omega Engineering Inc.
- EIN
- 06-6041011
- Plan number
- 002
- Plan type
- 2
- Location
- Norwalk, CT
- Latest filing year
- 2023
- Participants
- 663
- End-of-year plan assets
- $48,984,817
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 663 | H, C | 20250121161900NAL0005577824001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $48,984,817
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $48,984,817
- Net assets (BOY)
- $42,465,410
Income & contributions
- Employer contributions
- $969,079
- Participant contributions
- $2,272,494
- Total contributions
- $3,990,201
- Total income / additions
- $12,033,767
Expenses & distributions
- Benefits paid
- $11,908,705
- Administrative expenses
- $33,418
- Total expenses
- $11,943,900
- Net increase / (decrease)
- $89,867
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $31,664 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,754 | not reported in the loaded dataset | 2023 |