Owen Brothers / Southeastern Paperboard 401(K) Profit Sharing Plan — Form 5500 plan (Owen Brothers, 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, Owen Brothers / Southeastern Paperboard 401(K) Profit Sharing Plan is a benefit plan reported by Owen Brothers, Inc. under EIN 58-1364922 and plan number 001. The latest loaded filing year is 2023. The filing reports 242 participants and $2,169,988 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Owen Brothers, Inc.
- EIN
- 58-1364922
- Plan number
- 001
- Plan type
- 2
- Location
- Piedmont, SC
- Latest filing year
- 2023
- Participants
- 242
- End-of-year plan assets
- $2,169,988
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 242 | H, C | 20260218160756NAL0009249267001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,169,988
- Total liabilities (EOY)
- $1,500
- Net assets (EOY)
- $2,168,488
- Net assets (BOY)
- $1,929,512
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $89,232
- Total contributions
- $89,232
- Total income / additions
- $442,125
Expenses & distributions
- Benefits paid
- $149,245
- Administrative expenses
- $53,904
- Total expenses
- $203,149
- Net increase / (decrease)
- $238,976
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kassouf Retirement Plan Serv, LLC | NONE | $21,552 | not reported in the loaded dataset | 2023 |
| Nicholas, Cauley & Associates, LLC | NONE | $17,771 | not reported in the loaded dataset | 2023 |
| Bam Advisor Services, LLC | NONE | $13,714 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $867 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Owen Brothers, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in SC
- 401(k) and benefit plan filings in Piedmont, SC
- Kassouf Retirement Plan Serv, LLC — Schedule C compensation
- Nicholas, Cauley & Associates, LLC — Schedule C compensation
- Bam Advisor Services, LLC — Schedule C compensation
- Matrix Trust Company — Schedule C compensation