Oldenburg Group Inc Defined Benefit Master Trust — 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 Inc Defined Benefit Master Trust is a benefit plan reported by Oldenburg Group Incorporated under EIN 39-2036526 and plan number 001. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $3,463,605 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oldenburg Group Incorporated
- EIN
- 39-2036526
- Plan number
- 001
- Plan type
- 4
- Location
- Glendale, WI
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $3,463,605
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20250603132528NAL0007640435001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,463,605
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,463,605
- Net assets (BOY)
- $3,311,534
Income & contributions
- Employer contributions
- $95,692
- Total contributions
- $95,692
- Total income / additions
- $602,845
Expenses & distributions
- Benefits paid
- $383,142
- Administrative expenses
- $67,632
- Total expenses
- $450,774
- Net increase / (decrease)
- $152,071
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Egps, Inc. | NONE | $17,825 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $10,303 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | NONE | $9,240 | not reported in the loaded dataset | 2023 |