Palfinger U.S.A. Retirement Profit Sharing Plan — Form 5500 plan (Omaha Standard, LLC)

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, Palfinger U.S.A. Retirement Profit Sharing Plan is a benefit plan reported by Omaha Standard, LLC under EIN 46-2423518 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,015 participants and $39,335,585 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Omaha Standard, LLC
EIN
46-2423518
Plan number
001
Plan type
2
Location
Council Bluffs, IA
Latest filing year
2023
Participants
1,015
End-of-year plan assets
$39,335,585

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,015H, C20241202174042NAL0003425650001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$39,335,585
Total liabilities (EOY)
$0
Net assets (EOY)
$39,335,585
Net assets (BOY)
$34,594,604

Income & contributions

Employer contributions
$1,962,237
Participant contributions
$5,048,671
Total contributions
$7,422,941
Total income / additions
$12,419,307

Expenses & distributions

Benefits paid
$7,520,050
Administrative expenses
$173,631
Total expenses
$7,695,464
Net increase / (decrease)
$4,723,843

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$101,475$02023
Usi Advisors, Inc.INVESTMENT ADVISORY$69,981$192023
Rsm Us LlpACCOUNTANT$9,600not reported in the loaded dataset2023

Related Form 5500 pages