Oe Enterprises, Inc. 401(K) Plan — Form 5500 plan (Oe Enterprises, 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, Oe Enterprises, Inc. 401(K) Plan is a benefit plan reported by Oe Enterprises, Inc. under EIN 57-0740781 and plan number 002. The latest loaded filing year is 2023. The filing reports 468 participants and $2,075,226 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Oe Enterprises, Inc.
EIN
57-0740781
Plan number
002
Plan type
2
Location
Hillsborough, NC
Latest filing year
2023
Participants
468
End-of-year plan assets
$2,075,226

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023468H, C20241014130658NAL0014972003001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,075,226
Total liabilities (EOY)
$2,775
Net assets (EOY)
$2,072,451
Net assets (BOY)
$1,740,357

Income & contributions

Employer contributions
$0
Participant contributions
$149,654
Total contributions
$149,654
Total income / additions
$426,582

Expenses & distributions

Benefits paid
$86,558
Administrative expenses
$7,416
Total expenses
$94,488
Net increase / (decrease)
$332,094

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ascensus LLCNONE$7,416$02023

Related Form 5500 pages