Odyssey Logistics & Technology Corporation 401(K) Plan — Form 5500 plan (Odyssey Logistics & Technology Corporation)
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, Odyssey Logistics & Technology Corporation 401(K) Plan is a benefit plan reported by Odyssey Logistics & Technology Corporation under EIN 55-0804720 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,156 participants and $88,126,968 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Odyssey Logistics & Technology Corporation
- EIN
- 55-0804720
- Plan number
- 001
- Plan type
- 2
- Location
- Danbury, CT
- Latest filing year
- 2023
- Participants
- 2,156
- End-of-year plan assets
- $88,126,968
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,156 | H, C | 20241015130402NAL0016447651001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $88,126,968
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $88,126,968
- Net assets (BOY)
- $77,307,163
Income & contributions
- Employer contributions
- $2,637,550
- Participant contributions
- $5,878,539
- Total contributions
- $9,149,340
- Total income / additions
- $21,646,499
Expenses & distributions
- Benefits paid
- $10,537,331
- Administrative expenses
- $289,363
- Total expenses
- $10,826,694
- Net increase / (decrease)
- $10,819,805
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cetera Advisors LLC | SERVICE PROVIDER | $0 | $79,270 | 2023 |
| Pension Consultants, Inc. | THIRD PARTY ADMINISTRATR | $0 | $39,245 | 2023 |
| Morningstar Investment Mngmt LLC | SERVICE PROVIDER | $23,824 | not reported in the loaded dataset | 2023 |
| Voya Retirement Advisors, LLC | SERVICE PROVIDER | $16,181 | not reported in the loaded dataset | 2023 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Odyssey Logistics & Technology Corporation
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Danbury, CT
- Cetera Advisors LLC — Schedule C compensation
- Pension Consultants, Inc. — Schedule C compensation
- Morningstar Investment Mngmt LLC — Schedule C compensation
- Voya Retirement Advisors, LLC — Schedule C compensation
- Voya Retirement Insurance & Annuity — Schedule C compensation