Oliver Technologies, Inc. 401k Plan — Form 5500 plan (Oliver Technologies, 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, Oliver Technologies, Inc. 401k Plan is a benefit plan reported by Oliver Technologies, Inc. under EIN 20-0223480 and plan number 001. The latest loaded filing year is 2023. The filing reports 423 participants and $8,280,452 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Oliver Technologies, Inc.
EIN
20-0223480
Plan number
001
Plan type
2
Location
Hohenwald, TN
Latest filing year
2023
Participants
423
End-of-year plan assets
$8,280,452

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023423H, C20240829153829NAL0029689346004

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,280,452
Net assets (EOY)
$8,280,452
Net assets (BOY)
$6,630,556

Income & contributions

Employer contributions
$759,901
Participant contributions
$530,336
Total contributions
$1,290,237
Total income / additions
$2,383,642

Expenses & distributions

Benefits paid
$680,303
Administrative expenses
$53,134
Total expenses
$733,746
Net increase / (decrease)
$1,649,896

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$44,884$02023
Ata Cpas And Advisors PllcAUDITOR$8,250not reported in the loaded dataset2023

Related Form 5500 pages