Ontario Systems, LLC 401(K) Plan — Form 5500 plan (Ontario Systems, LLC)

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, Ontario Systems, LLC 401(K) Plan is a benefit plan reported by Ontario Systems, LLC under EIN 75-3122530 and plan number 001. The latest loaded filing year is 2023. The filing reports 742 participants and $67,596,549 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ontario Systems, LLC
EIN
75-3122530
Plan number
001
Plan type
2
Location
Muncie, IN
Latest filing year
2023
Participants
742
End-of-year plan assets
$67,596,549

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023742H, C20241010132837NAL0021046801001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$67,596,549
Total liabilities (EOY)
$0
Net assets (EOY)
$67,596,549
Net assets (BOY)
$57,639,344

Income & contributions

Employer contributions
$1,253,380
Participant contributions
$4,984,689
Total contributions
$6,988,309
Total income / additions
$17,288,698

Expenses & distributions

Benefits paid
$7,261,922
Administrative expenses
$69,571
Total expenses
$7,331,493
Net increase / (decrease)
$9,957,205

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$53,899$02023
Strategic Advisors, Inc.ADVISOR$15,672not reported in the loaded dataset2023

Related Form 5500 pages