Plan5500

Office Basics, Inc. 401(K) Plan — Form 5500 plan (Office Basics, 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, Office Basics, Inc. 401(K) Plan is a benefit plan reported by Office Basics, Inc. under EIN 23-2474862 and plan number 001. The latest loaded filing year is 2023. The filing reports 186 participants and $11,643,775 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Office Basics, Inc.
EIN
23-2474862
Plan number
001
Plan type
2
Location
Boothwyn, PA
Latest filing year
2023
Participants
186
End-of-year plan assets
$11,643,775

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023186H, C20240927110436NAL0002181777001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,643,775
Total liabilities (EOY)
$0
Net assets (EOY)
$11,643,775
Net assets (BOY)
$10,153,877

Income & contributions

Employer contributions
$146,116
Participant contributions
$511,354
Total contributions
$657,470
Total income / additions
$2,847,266

Expenses & distributions

Benefits paid
$1,314,566
Administrative expenses
$42,802
Total expenses
$1,357,368
Net increase / (decrease)
$1,489,898

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Kathmere Capital ManagementNONE$20,355not reported in the loaded dataset2023
The Vanguard Group, Inc.NONE$15,462$02023
Kreischer MillerNONE$6,985not reported in the loaded dataset2023

Related Form 5500 pages