Ohnstad Twichell, P.C. Safe Harbor 401(K) Profit Sharing Plan — Form 5500 plan (Ohnstad Twichell, P.C.)
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, Ohnstad Twichell, P.C. Safe Harbor 401(K) Profit Sharing Plan is a benefit plan reported by Ohnstad Twichell, P.C. under EIN 45-0310621 and plan number 001. The latest loaded filing year is 2023. The filing reports 84 participants and $14,839,670 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ohnstad Twichell, P.C.
- EIN
- 45-0310621
- Plan number
- 001
- Plan type
- 2
- Location
- West Fargo, ND
- Latest filing year
- 2023
- Participants
- 84
- End-of-year plan assets
- $14,839,670
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 84 | I | 20240930154529NAL0005749313001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $14,839,670
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,839,670
- Net assets (BOY)
- $12,982,907
Income & contributions
- Employer contributions
- $346,747
- Participant contributions
- $533,617
- Total income / additions
- $3,245,913
Expenses & distributions
- Benefits paid
- $1,365,268
- Administrative expenses
- $23,882
- Total expenses
- $1,389,150
- Net increase / (decrease)
- $1,856,763
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.