Custone 401(K) Plan — Form 5500 plan (Oneonta Trading Corporation)
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, Custone 401(K) Plan is a benefit plan reported by Oneonta Trading Corporation under EIN 91-0348108 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,407 participants and $19,434,684 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oneonta Trading Corporation
- EIN
- 91-0348108
- Plan number
- 001
- Plan type
- 2
- Location
- Wenatchee, WA
- Latest filing year
- 2023
- Participants
- 1,407
- End-of-year plan assets
- $19,434,684
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,407 | H, C | 20240904092043NAL0043553858001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,434,684
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,434,684
- Net assets (BOY)
- $18,515,846
Income & contributions
- Employer contributions
- $490,085
- Participant contributions
- $967,200
- Total contributions
- $1,687,582
- Total income / additions
- $4,949,753
Expenses & distributions
- Benefits paid
- $3,889,803
- Administrative expenses
- $75,003
- Total expenses
- $4,030,915
- Net increase / (decrease)
- $918,838
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bensler LLC Dba Scs | INVESTMENT ADVISOR | $37,660 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $25,327 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $14,513 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Oneonta Trading Corporation
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Wenatchee, WA
- Bensler LLC Dba Scs — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation