Osage Industries 401k Plan — Form 5500 plan (Osage Industries, 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, Osage Industries 401k Plan is a benefit plan reported by Osage Industries, Inc. under EIN 43-1478289 and plan number 001. The latest loaded filing year is 2023. The filing reports 135 participants and $21,169,505 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Osage Industries, Inc.
EIN
43-1478289
Plan number
001
Plan type
2
Location
Linn, MO
Latest filing year
2023
Participants
135
End-of-year plan assets
$21,169,505

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023135H, C20240726104306NAL0010115395001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,169,505
Total liabilities (EOY)
$0
Net assets (EOY)
$21,169,505
Net assets (BOY)
$18,479,023

Income & contributions

Employer contributions
$490,215
Participant contributions
$536,933
Total contributions
$1,027,148
Total income / additions
$4,722,082

Expenses & distributions

Benefits paid
$1,984,403
Administrative expenses
$46,641
Total expenses
$2,031,600
Net increase / (decrease)
$2,690,482

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lpl Financial LLCNONE$27,898not reported in the loaded dataset2023
Williams-Keepers LLCNONE$16,894not reported in the loaded dataset2023
Capital Group Retirement Plan SrvcsNONE$1,696$02023

Related Form 5500 pages