Owner-Operator Services 401(K) Pprofit Sharing Retirement Plan — Form 5500 plan (Owner-Operator Services, 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, Owner-Operator Services 401(K) Pprofit Sharing Retirement Plan is a benefit plan reported by Owner-Operator Services, Inc. under EIN 43-1384897 and plan number 001. The latest loaded filing year is 2023. The filing reports 342 participants and $27,006,579 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Owner-Operator Services, Inc.
EIN
43-1384897
Plan number
001
Plan type
2
Location
Grain Valley, MO
Latest filing year
2023
Participants
342
End-of-year plan assets
$27,006,579

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023342H, C20241015124514NAL0049451664001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,006,579
Total liabilities (EOY)
$0
Net assets (EOY)
$27,006,579
Net assets (BOY)
$23,321,613

Income & contributions

Employer contributions
$554,554
Participant contributions
$1,322,800
Total contributions
$1,982,172
Total income / additions
$5,608,403

Expenses & distributions

Benefits paid
$1,869,291
Administrative expenses
$53,565
Total expenses
$1,923,437
Net increase / (decrease)
$3,684,966

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$34,994$02023
Resources Investment AdvisorsNONE$18,571not reported in the loaded dataset2023

Related Form 5500 pages