Ozinga Bros., Inc. Employee'S Profit Sharing Plan & Trust — Form 5500 plan (Ozinga Bros., 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, Ozinga Bros., Inc. Employee'S Profit Sharing Plan & Trust is a benefit plan reported by Ozinga Bros., Inc. under EIN 36-2332999 and plan number 001. The latest loaded filing year is 2023. The filing reports 747 participants and $121,744,755 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ozinga Bros., Inc.
EIN
36-2332999
Plan number
001
Plan type
2
Location
Mokena, IL
Latest filing year
2023
Participants
747
End-of-year plan assets
$121,744,755

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023747H, C20241011124816NAL0010926307001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$121,744,755
Total liabilities (EOY)
$0
Net assets (EOY)
$121,744,755
Net assets (BOY)
$97,609,647

Income & contributions

Employer contributions
$7,280,378
Participant contributions
$4,029,510
Total contributions
$11,786,066
Total income / additions
$27,647,913

Expenses & distributions

Benefits paid
$3,405,442
Administrative expenses
$101,179
Total expenses
$3,512,805
Net increase / (decrease)
$24,135,108

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley Smith Barney LLCINVESTMENT ADVISOR$124,794not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$23,615$02023

Related Form 5500 pages