Outsourced Associates & Staffing 401k Plan — Form 5500 plan (Outsourced Associates & Staffing)
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, Outsourced Associates & Staffing 401k Plan is a benefit plan reported by Outsourced Associates & Staffing under EIN 45-4880429 and plan number 001. The latest loaded filing year is 2023. The filing reports 382 participants and $8,346,223 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Outsourced Associates & Staffing
- EIN
- 45-4880429
- Plan number
- 001
- Plan type
- 2
- Location
- Salt Lake City, UT
- Latest filing year
- 2023
- Participants
- 382
- End-of-year plan assets
- $8,346,223
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 382 | H, C | 20240829050739NAL0013121153001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,346,223
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,346,223
- Net assets (BOY)
- $5,319,778
Income & contributions
- Employer contributions
- $506,313
- Participant contributions
- $1,920,049
- Total contributions
- $2,875,070
- Total income / additions
- $4,021,425
Expenses & distributions
- Benefits paid
- $939,836
- Administrative expenses
- $49,746
- Total expenses
- $994,980
- Net increase / (decrease)
- $3,026,445
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adams Wealth Management | INVESTMENT/FINANCIAL ADVI | $37,678 | $0 | 2023 |
| Foresight Wealth Management | INVESTMENT/FINANCIAL ADVI | $6,404 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $5,663 | $0 | 2023 |