O'Neill Wetsuits, LLC 401(K) Plan — Form 5500 plan (O'Neill Wetsuits, LLC)

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'Neill Wetsuits, LLC 401(K) Plan is a benefit plan reported by O'Neill Wetsuits, LLC under EIN 26-1652953 and plan number 002. The latest loaded filing year is 2023. The filing reports 138 participants and $14,030,987 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
O'Neill Wetsuits, LLC
EIN
26-1652953
Plan number
002
Plan type
2
Location
Santa Cruz, CA
Latest filing year
2023
Participants
138
End-of-year plan assets
$14,030,987

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023138H, C20240910175525NAL0007257937001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,030,987
Total liabilities (EOY)
$0
Net assets (EOY)
$14,030,987
Net assets (BOY)
$12,046,096

Income & contributions

Employer contributions
$123,370
Participant contributions
$603,131
Total contributions
$732,348
Total income / additions
$2,701,239

Expenses & distributions

Benefits paid
$716,044
Administrative expenses
$304
Total expenses
$716,348
Net increase / (decrease)
$1,984,891

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$125$02023

Related Form 5500 pages