Oates Associates, Inc. Employee Stock Ownership Plan — Form 5500 plan (Oates Associates, 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, Oates Associates, Inc. Employee Stock Ownership Plan is a benefit plan reported by Oates Associates, Inc. under EIN 37-1256935 and plan number 002. The latest loaded filing year is 2023. The filing reports 74 participants and $1,959,111 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oates Associates, Inc.
- EIN
- 37-1256935
- Plan number
- 002
- Plan type
- 2
- Location
- Collinsville, IL
- Latest filing year
- 2023
- Participants
- 74
- End-of-year plan assets
- $1,959,111
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 74 | I | 20241014084947NAL0045366544001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,959,111
- Total liabilities (EOY)
- $1,890,000
- Net assets (EOY)
- $69,111
- Net assets (BOY)
- -$1,642,956
Income & contributions
- Employer contributions
- $191,583
- Total income / additions
- $1,798,650
Expenses & distributions
- Total expenses
- $86,583
- Net increase / (decrease)
- $1,712,067
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.