Plan5500

Consolidated Employer Plan — Form 5500 plan (Ozinga South Florida, 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, Consolidated Employer Plan is a benefit plan reported by Ozinga South Florida, Inc. under EIN 81-2039733 and plan number 001. The latest loaded filing year is 2023. The filing reports 241 participants and $3,734,673 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ozinga South Florida, Inc.
EIN
81-2039733
Plan number
001
Plan type
2
Location
Mokena, IL
Latest filing year
2023
Participants
241
End-of-year plan assets
$3,734,673

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023241H, C20241011130848NAL0012515923001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,734,673
Total liabilities (EOY)
$0
Net assets (EOY)
$3,734,673
Net assets (BOY)
$2,364,613

Income & contributions

Employer contributions
$433,176
Participant contributions
$852,117
Total contributions
$1,398,071
Total income / additions
$1,841,234

Expenses & distributions

Benefits paid
$458,833
Administrative expenses
$2,706
Total expenses
$471,174
Net increase / (decrease)
$1,370,060

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$2,706$02023

Related Form 5500 pages