Owl Services 401(K) Plan — Form 5500 plan (The Oscar W. Larson 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, Owl Services 401(K) Plan is a benefit plan reported by The Oscar W. Larson Company under EIN 38-1607330 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,094 participants and $90,564,649 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Oscar W. Larson Company
- EIN
- 38-1607330
- Plan number
- 003
- Plan type
- 2
- Location
- Clarkston, MI
- Latest filing year
- 2023
- Participants
- 2,094
- End-of-year plan assets
- $90,564,649
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,094 | H, C | 20250612231007NAL0017123505001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $90,564,649
- Total liabilities (EOY)
- $236,706
- Net assets (EOY)
- $90,327,943
- Net assets (BOY)
- $38,873,291
Income & contributions
- Employer contributions
- $2,663,413
- Participant contributions
- $4,858,592
- Total contributions
- $7,820,420
- Total income / additions
- $15,088,641
Expenses & distributions
- Benefits paid
- $7,319,377
- Administrative expenses
- $90,103
- Total expenses
- $7,409,480
- Net increase / (decrease)
- $7,679,161
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cap Financial Partners LLC | NONE | $46,181 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $34,905 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Oscar W. Larson Company
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Clarkston, MI
- Cap Financial Partners LLC — Schedule C compensation
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation