Plan5500

Oakley Retirement Plan — Form 5500 plan (Oakley Industries Sub Assembly Division, 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, Oakley Retirement Plan is a benefit plan reported by Oakley Industries Sub Assembly Division, Inc. under EIN 38-2552259 and plan number 001. The latest loaded filing year is 2023. The filing reports 220 participants and $9,157,414 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Oakley Industries Sub Assembly Division, Inc.
EIN
38-2552259
Plan number
001
Plan type
2
Location
Flint, MI
Latest filing year
2023
Participants
220
End-of-year plan assets
$9,157,414

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023220H, C20241002133336NAL0015081056001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,157,414
Total liabilities (EOY)
$0
Net assets (EOY)
$9,157,414
Net assets (BOY)
$7,985,960

Income & contributions

Employer contributions
$337,592
Participant contributions
$756,454
Total contributions
$1,115,480
Total income / additions
$2,348,982

Expenses & distributions

Benefits paid
$1,117,167
Administrative expenses
$55,871
Total expenses
$1,177,528
Net increase / (decrease)
$1,171,454

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$55,871$02023
Stifel Nicolaus & Company IncOTHER SERVICES$0$17,0452023

Related Form 5500 pages