Oak Hall Industries, Lp 401(K) Plan — Form 5500 plan (Oak Hall Industries, Lp)

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, Oak Hall Industries, Lp 401(K) Plan is a benefit plan reported by Oak Hall Industries, Lp under EIN 25-1797600 and plan number 001. The latest loaded filing year is 2023. The filing reports 320 participants and $5,724,417 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Oak Hall Industries, Lp
EIN
25-1797600
Plan number
001
Plan type
2
Location
Salem, VA
Latest filing year
2023
Participants
320
End-of-year plan assets
$5,724,417

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023320H, C20240914050705NAL0021759778001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,724,417
Total liabilities (EOY)
$0
Net assets (EOY)
$5,724,417
Net assets (BOY)
$5,583,553

Income & contributions

Employer contributions
$148,124
Participant contributions
$470,204
Total contributions
$618,328
Total income / additions
$1,456,155

Expenses & distributions

Benefits paid
$1,265,646
Administrative expenses
$43,436
Total expenses
$1,315,291
Net increase / (decrease)
$140,864

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$32,036$02023
Brown Schultz Sheridan & FritzACCOUNTANT$11,400$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages