Oldenburg Group Incorporated Savings Plan — Form 5500 plan (Oldenburg Group Incorporated)
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, Oldenburg Group Incorporated Savings Plan is a benefit plan reported by Oldenburg Group Incorporated under EIN 39-0943085 and plan number 001. The latest loaded filing year is 2023. The filing reports 219 participants and $20,631,388 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oldenburg Group Incorporated
- EIN
- 39-0943085
- Plan number
- 001
- Plan type
- 2
- Location
- Glendale, WI
- Latest filing year
- 2023
- Participants
- 219
- End-of-year plan assets
- $20,631,388
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 219 | H, C | 20240917105949NAL0006012786001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,631,388
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,631,388
- Net assets (BOY)
- $19,912,307
Income & contributions
- Employer contributions
- $135,825
- Participant contributions
- $401,278
- Total contributions
- $545,370
- Total income / additions
- $3,851,383
Expenses & distributions
- Benefits paid
- $3,110,057
- Administrative expenses
- $22,245
- Total expenses
- $3,132,302
- Net increase / (decrease)
- $719,081
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cliftonlarsonallen Llp | NONE | $10,868 | not reported in the loaded dataset | 2023 |
| Oneamerica Retirement Services LLC | NONE | $8,319 | $0 | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |