O&S Associates, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (O&S Associates, 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, O&S Associates, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by O&S Associates, Inc. under EIN 22-3429552 and plan number 001. The latest loaded filing year is 2023. The filing reports 115 participants and $12,041,706 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- O&S Associates, Inc.
- EIN
- 22-3429552
- Plan number
- 001
- Plan type
- 2
- Location
- Hackensack, NJ
- Latest filing year
- 2023
- Participants
- 115
- End-of-year plan assets
- $12,041,706
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 115 | I | 20240926105555NAL0000652881001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $12,041,706
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,041,706
- Net assets (BOY)
- $9,827,829
Income & contributions
- Employer contributions
- $185,742
- Participant contributions
- $701,952
- Total income / additions
- $2,770,870
Expenses & distributions
- Benefits paid
- $511,878
- Administrative expenses
- $24,932
- Total expenses
- $556,993
- Net increase / (decrease)
- $2,213,877
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.