Oakland Industries 401(K) Plan — Form 5500 plan (Interclean Equipment, LLC)
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, Oakland Industries 401(K) Plan is a benefit plan reported by Interclean Equipment, LLC under EIN 38-2559340 and plan number 001. The latest loaded filing year is 2023. The filing reports 134 participants and $4,513,981 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Interclean Equipment, LLC
- EIN
- 38-2559340
- Plan number
- 001
- Plan type
- 2
- Location
- Ypsilanti, MI
- Latest filing year
- 2023
- Participants
- 134
- End-of-year plan assets
- $4,513,981
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 134 | H, C | 20241014104116NAL0044189472001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,513,981
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,513,981
- Net assets (BOY)
- $5,201,993
Income & contributions
- Employer contributions
- $151,689
- Participant contributions
- $315,063
- Total contributions
- $466,752
- Total income / additions
- $1,081,269
Expenses & distributions
- Benefits paid
- $1,730,605
- Administrative expenses
- $38,676
- Total expenses
- $1,769,281
- Net increase / (decrease)
- -$688,012
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $38,762 | $0 | 2023 |
| Kovack Securities Inc | BROKER/ADVISER | $0 | $11,487 | 2023 |
| Tdm Retirement Service, LLC | CONTRACT ADMIN | $4,212 | $4,920 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,755 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Interclean Equipment, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Ypsilanti, MI
- Empower Annuity Insurance Company — Schedule C compensation
- Kovack Securities Inc — Schedule C compensation
- Tdm Retirement Service, LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation