Omega Enterprises, Inc. And Subsidiaries 401(K) Savings And Retirement Plan — Form 5500 plan (Omega Enterprises, Inc. And Subsidiaries)

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, Omega Enterprises, Inc. And Subsidiaries 401(K) Savings And Retirement Plan is a benefit plan reported by Omega Enterprises, Inc. And Subsidiaries under EIN 39-1285453 and plan number 001. The latest loaded filing year is 2023. The filing reports 199 participants and $39,825,530 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Omega Enterprises, Inc. And Subsidiaries
EIN
39-1285453
Plan number
001
Plan type
2
Location
Kaukauna, WI
Latest filing year
2023
Participants
199
End-of-year plan assets
$39,825,530

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023199H, C20240925135709NAL0026896658002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$39,825,530
Net assets (EOY)
$39,825,530
Net assets (BOY)
$33,935,788

Income & contributions

Employer contributions
$2,058,894
Participant contributions
$1,632,359
Total contributions
$3,833,159
Total income / additions
$9,821,026

Expenses & distributions

Benefits paid
$3,824,696
Administrative expenses
$106,578
Total expenses
$3,931,284
Net increase / (decrease)
$5,889,742

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Associated Trust Company, N.A.NONE$106,576$02023

Related Form 5500 pages