Orthman Conveying Systems, LLC 401(K) Plan — Form 5500 plan (Orthman Conveying 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, Orthman Conveying Systems, LLC 401(K) Plan is a benefit plan reported by Orthman Conveying Systems, LLC under EIN 86-3629555 and plan number 002. The latest loaded filing year is 2023. The filing reports 246 participants and $2,862,082 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Orthman Conveying Systems, LLC
EIN
86-3629555
Plan number
002
Plan type
2
Location
Kearney, NE
Latest filing year
2023
Participants
246
End-of-year plan assets
$2,862,082

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023246H, C20241015133607NAL0057869378001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,862,082
Total liabilities (EOY)
$0
Net assets (EOY)
$2,862,082
Net assets (BOY)
$5,206,368

Income & contributions

Employer contributions
$0
Participant contributions
$134,315
Total contributions
$134,315
Total income / additions
$542,902

Expenses & distributions

Benefits paid
$2,885,777
Administrative expenses
$1,411
Total expenses
$2,887,188
Net increase / (decrease)
-$2,344,286

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sentry Life Insurance CompanyRECORDKEEPING FEES$1,331$02023

Related Form 5500 pages