O & W, Inc. 401(K) Retirement Plan — Form 5500 plan (O & W, 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, O & W, Inc. 401(K) Retirement Plan is a benefit plan reported by O & W, Inc. under EIN 38-1540106 and plan number 003. The latest loaded filing year is 2023. The filing reports 186 participants and $15,482,451 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
O & W, Inc.
EIN
38-1540106
Plan number
003
Plan type
2
Location
Ypsilanti, MI
Latest filing year
2023
Participants
186
End-of-year plan assets
$15,482,451

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023186H, C20241015084051NAL0027849505001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,482,451
Total liabilities (EOY)
$0
Net assets (EOY)
$15,482,451
Net assets (BOY)
$13,353,767

Income & contributions

Employer contributions
$305,431
Participant contributions
$690,395
Total contributions
$1,117,721
Total income / additions
$3,463,410

Expenses & distributions

Benefits paid
$1,273,722
Administrative expenses
$61,004
Total expenses
$1,334,726
Net increase / (decrease)
$2,128,684

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$40,534$02023
Cirrus Wealth Management LLCINVESTMENT ADVISORY$18,766$42023

Related Form 5500 pages