Plan5500

Office Management Systems, Inc. 401(K) And Profit Sharing Plan — Form 5500 plan (Office Management Systems, 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, Office Management Systems, Inc. 401(K) And Profit Sharing Plan is a benefit plan reported by Office Management Systems, Inc. under EIN 64-0679888 and plan number 001. The latest loaded filing year is 2023. The filing reports 207 participants and $14,669,622 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Office Management Systems, Inc.
EIN
64-0679888
Plan number
001
Plan type
2
Location
Columbus, MS
Latest filing year
2023
Participants
207
End-of-year plan assets
$14,669,622

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023207H, C20240726092936NAL0010066067001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,669,622
Net assets (EOY)
$14,669,622
Net assets (BOY)
$13,751,597

Income & contributions

Employer contributions
$192,230
Participant contributions
$592,546
Total contributions
$787,677
Total income / additions
$3,014,221

Expenses & distributions

Benefits paid
$2,033,142
Administrative expenses
$63,054
Total expenses
$2,096,196
Net increase / (decrease)
$918,025

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln Retirement ServicesCUSTODIAL MGT$62,529not reported in the loaded dataset2023
Stifel Nicolaus And Co IncBROKER/ADVISE R$36,066not reported in the loaded dataset2023
T. E. Lott And CompanyRECORDKEEPER$12,066not reported in the loaded dataset2023

Related Form 5500 pages