Oatey Co. Profit Sharing Retirement Trust And Savings Incentive Plan — Form 5500 plan (Oatey Co.)
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, Oatey Co. Profit Sharing Retirement Trust And Savings Incentive Plan is a benefit plan reported by Oatey Co. under EIN 34-0434900 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,540 participants and $113,896,455 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oatey Co.
- EIN
- 34-0434900
- Plan number
- 001
- Plan type
- 2
- Location
- Cleveland, OH
- Latest filing year
- 2023
- Participants
- 1,540
- End-of-year plan assets
- $113,896,455
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,540 | H, C | 20240923100735NAL0006569315001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $113,896,455
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $113,896,455
- Net assets (BOY)
- $94,545,693
Income & contributions
- Employer contributions
- $3,533,812
- Participant contributions
- $6,277,862
- Total contributions
- $12,219,858
- Total income / additions
- $28,985,358
Expenses & distributions
- Benefits paid
- $9,396,511
- Administrative expenses
- $169,792
- Total expenses
- $9,634,596
- Net increase / (decrease)
- $19,350,762
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Highland Consulting | INVESTMENT ADVISOR | $56,708 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $37,344 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $32,240 | not reported in the loaded dataset | 2023 |
| Benesch Friedlander Coplan | ATTORNEY/LEGAL | $30,000 | not reported in the loaded dataset | 2023 |
| Bober Markey Fedorovich | ACCOUNTANT/AUDITOR | $13,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Oatey Co.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cleveland, OH
- Highland Consulting — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Benesch Friedlander Coplan — Schedule C compensation
- Bober Markey Fedorovich — Schedule C compensation