Oliver Sprinkler Co., Inc. Profit Sharing Plan — Form 5500 plan (Oliver Sprinkler Co., 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 Sprinkler Co., Inc. Profit Sharing Plan is a benefit plan reported by Oliver Sprinkler Co., Inc. under EIN 23-1711827 and plan number 001. The latest loaded filing year is 2023. The filing reports 197 participants and $21,562,668 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oliver Sprinkler Co., Inc.
- EIN
- 23-1711827
- Plan number
- 001
- Plan type
- 2
- Location
- King Of Prussia, PA
- Latest filing year
- 2023
- Participants
- 197
- End-of-year plan assets
- $21,562,668
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 197 | H, C | 20241015073508NAL0046926480001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,562,668
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,562,668
- Net assets (BOY)
- $19,092,973
Income & contributions
- Employer contributions
- $1,769,049
- Total contributions
- $1,769,049
- Total income / additions
- $3,842,668
Expenses & distributions
- Benefits paid
- $1,215,654
- Administrative expenses
- $134,951
- Total expenses
- $1,372,973
- Net increase / (decrease)
- $2,469,695
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Concentus Wealth Advisors | INVESTMENT MANAGEMENT | $106,757 | not reported in the loaded dataset | 2023 |
| Cbiz Cpas Pc | AUDITOR | $16,000 | not reported in the loaded dataset | 2023 |
| Lpl Financial LLC | INVESTMENT MANAGEMENT | $8,743 | not reported in the loaded dataset | 2023 |
| Snap Tpa LLC | RECORDKEEPER | $3,450 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Oliver Sprinkler Co., Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in King Of Prussia, PA
- Concentus Wealth Advisors — Schedule C compensation
- Cbiz Cpas Pc — Schedule C compensation
- Lpl Financial LLC — Schedule C compensation
- Snap Tpa LLC — Schedule C compensation