Plan5500

Ofs Brands Employee Savings Plan & Trust — Form 5500 plan (Ofs Brands Holdings, 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, Ofs Brands Employee Savings Plan & Trust is a benefit plan reported by Ofs Brands Holdings, Inc. under EIN 35-0279408 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,003 participants and $84,047,347 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ofs Brands Holdings, Inc.
EIN
35-0279408
Plan number
001
Plan type
2
Location
Huntingburg, IN
Latest filing year
2023
Participants
2,003
End-of-year plan assets
$84,047,347

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,003H, C20240816141423NAL0024781424001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$84,047,347
Total liabilities (EOY)
$0
Net assets (EOY)
$84,047,347
Net assets (BOY)
$71,892,154

Income & contributions

Employer contributions
$1,818,708
Participant contributions
$5,329,994
Total contributions
$7,641,647
Total income / additions
$20,532,277

Expenses & distributions

Benefits paid
$8,079,792
Administrative expenses
$285,584
Total expenses
$8,377,084
Net increase / (decrease)
$12,155,193

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$191,576$02023
Edward D Jones & Co LpINVESTMENT ADVISOR$86,708not reported in the loaded dataset2023
Bkd LlpAUDITOR$7,300not reported in the loaded dataset2023

Related Form 5500 pages