Plan5500

Oxarc 401(K) Profit Sharing Plan — Form 5500 plan (Oxarc, 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, Oxarc 401(K) Profit Sharing Plan is a benefit plan reported by Oxarc, Inc. under EIN 91-0656557 and plan number 001. The latest loaded filing year is 2023. The filing reports 364 participants and $15,920,512 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Oxarc, Inc.
EIN
91-0656557
Plan number
001
Plan type
2
Location
Spokane, WA
Latest filing year
2023
Participants
364
End-of-year plan assets
$15,920,512

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023364H, C20240912092523NAL0009885697001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,920,512
Total liabilities (EOY)
$0
Net assets (EOY)
$15,920,512
Net assets (BOY)
$15,537,509

Income & contributions

Employer contributions
$211,083
Participant contributions
$1,373,907
Total contributions
$1,647,030
Total income / additions
$4,151,929

Expenses & distributions

Benefits paid
$3,715,265
Administrative expenses
$49,123
Total expenses
$3,768,926
Net increase / (decrease)
$383,003

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Da Davidson & CompanyADVISOR$25,349not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$13,277$02023
Cerity Partners Retirement PlanADVISOR$10,498not reported in the loaded dataset2023

Related Form 5500 pages