Oss Retirement Savings And Investment Plan — Form 5500 plan (Office Support Services, 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, Oss Retirement Savings And Investment Plan is a benefit plan reported by Office Support Services, LLC under EIN 82-3549688 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,006 participants and $52,866,589 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Office Support Services, LLC
- EIN
- 82-3549688
- Plan number
- 002
- Plan type
- 2
- Location
- Thomasville, GA
- Latest filing year
- 2023
- Participants
- 1,006
- End-of-year plan assets
- $52,866,589
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,006 | H, C | 20240910153300NAL0005844753001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $52,866,589
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,866,589
- Net assets (BOY)
- $49,592,693
Income & contributions
- Employer contributions
- $989,549
- Participant contributions
- $2,650,392
- Total contributions
- $3,950,178
- Total income / additions
- $11,276,691
Expenses & distributions
- Benefits paid
- $7,908,165
- Administrative expenses
- $94,630
- Total expenses
- $8,002,795
- Net increase / (decrease)
- $3,273,896
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc. | CONSULTANT | $73,500 | not reported in the loaded dataset | 2023 |
| Forvis Mazars, Llp | ACCOUNTANT | $14,963 | not reported in the loaded dataset | 2023 |
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $6,192 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Office Support Services, LLC
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Thomasville, GA
- Ubs Financial Services Inc. — Schedule C compensation
- Forvis Mazars, Llp — Schedule C compensation
- Merrill Lynch, Pierce, Fenner And S — Schedule C compensation