Smithers-Oasis Company Retirement Savings Plan — Form 5500 plan (Smithers-Oasis Company)
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, Smithers-Oasis Company Retirement Savings Plan is a benefit plan reported by Smithers-Oasis Company under EIN 34-1536399 and plan number 002. The latest loaded filing year is 2023. The filing reports 330 participants and $38,015,418 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Smithers-Oasis Company
- EIN
- 34-1536399
- Plan number
- 002
- Plan type
- 2
- Location
- Kent, OH
- Latest filing year
- 2023
- Participants
- 330
- End-of-year plan assets
- $38,015,418
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 330 | H, C | 20241011084812NAL0010741107001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,015,418
- Net assets (EOY)
- $38,015,418
- Net assets (BOY)
- $34,994,552
Income & contributions
- Employer contributions
- $1,153,257
- Participant contributions
- $1,876,573
- Total contributions
- $3,199,271
- Total income / additions
- $8,632,804
Expenses & distributions
- Benefits paid
- $5,565,096
- Administrative expenses
- $46,842
- Total expenses
- $5,611,938
- Net increase / (decrease)
- $3,020,866
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | NONE | $46,542 | $0 | 2023 |
| National Financial Services | NONE | $0 | $0 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |