Overseas Hardwoods Company 401(K) Plan — Form 5500 plan (Overseas Hardwoods Company)
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, Overseas Hardwoods Company 401(K) Plan is a benefit plan reported by Overseas Hardwoods Company under EIN 63-0709276 and plan number 001. The latest loaded filing year is 2023. The filing reports 270 participants and $10,232,543 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Overseas Hardwoods Company
- EIN
- 63-0709276
- Plan number
- 001
- Plan type
- 3
- Location
- Mobile, AL
- Latest filing year
- 2023
- Participants
- 270
- End-of-year plan assets
- $10,232,543
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 270 | H, C | 20241014153228NAL0026578497001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,232,543
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,232,543
- Net assets (BOY)
- $8,425,224
Income & contributions
- Employer contributions
- $410,766
- Participant contributions
- $706,995
- Total contributions
- $1,117,761
- Total income / additions
- $2,313,953
Expenses & distributions
- Benefits paid
- $499,299
- Administrative expenses
- $7,335
- Total expenses
- $506,634
- Net increase / (decrease)
- $1,807,319
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Employee Fiduciary, LLC | RECORDKEEPER | $7,335 | $2,103 | 2023 |