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, The Savings & Investment Plan For Employees Of Oberg Industries LLC is a benefit plan reported by Oberg Industries, LLC under EIN 83-2134609 and plan number 003. The latest loaded filing year is 2023. The filing reports 881 participants and $102,483,215 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $102,483,215
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $102,483,215
- Net assets (BOY)
- $91,670,483
Income & contributions
- Employer contributions
- $3,353,495
- Participant contributions
- $3,780,911
- Total contributions
- $7,273,665
- Total income / additions
- $21,452,970
Expenses & distributions
- Benefits paid
- $10,499,201
- Administrative expenses
- $138,000
- Total expenses
- $10,640,238
- Net increase / (decrease)
- $10,812,732