Osceola Supply, Inc. 401(K) Retirement Plan — Form 5500 plan (Osceola Supply, 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, Osceola Supply, Inc. 401(K) Retirement Plan is a benefit plan reported by Osceola Supply, Inc. under EIN 59-3181370 and plan number 002. The latest loaded filing year is 2023. The filing reports 47 participants and $4,521,629 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$4.5MPlan net assets, end of year$4,521,629
Participants47Covered participants reported
Assets / participant$96.2KComputed: assets ÷ participants$96,205 (computed)
Provider compensationNone reported
Plan sponsor
Osceola Supply, Inc.
EIN
59-3181370
Plan number
002
Plan type
2
Location
Midway, FL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202347I20240613135308NAL0062961202001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$4.5M total assets
Net assets$4.5MLiabilities$0
Money in vs. money out
Total income / additions$1M
Total expenses$147.7K
Benefits paid / distributions$134.2K
Contributions
Employer$127.5K
Participant$231.6K
Full reported line items

Net assets

Total assets (EOY)
$4,521,629
Total liabilities (EOY)
$0
Net assets (EOY)
$4,521,629
Net assets (BOY)
$3,667,071

Income & contributions

Employer contributions
$127,500
Participant contributions
$231,592
Total income / additions
$1,002,279

Expenses & distributions

Benefits paid
$134,225
Administrative expenses
$13,496
Total expenses
$147,721
Net increase / (decrease)
$854,558
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 36%Participant 64%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income13%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages