Ost Inc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Ost 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, Ost Inc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Ost Inc under EIN 52-2175314 and plan number 001. The latest loaded filing year is 2023. The filing reports 830 participants and $32,206,773 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ost Inc
- EIN
- 52-2175314
- Plan number
- 001
- Plan type
- 2
- Location
- Mc Lean, VA
- Latest filing year
- 2023
- Participants
- 830
- End-of-year plan assets
- $32,206,773
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 830 | H, C | 20250121114228NAL0005175600001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,206,773
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,206,773
- Net assets (BOY)
- $26,356,783
Income & contributions
- Employer contributions
- $795,346
- Participant contributions
- $3,230,589
- Total contributions
- $4,254,890
- Total income / additions
- $9,276,278
Expenses & distributions
- Benefits paid
- $3,344,114
- Administrative expenses
- $81,975
- Total expenses
- $3,426,288
- Net increase / (decrease)
- $5,849,990
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner | INVESTMENT ADVISORY PLAN | $56,091 | not reported in the loaded dataset | 2023 |
| Erisa Fiduciary Services, Inc. | CONTRACT ADMINISTRATOR | $11,780 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | RECORDKEEPER | $10,129 | not reported in the loaded dataset | 2023 |