Christy Employees' Profit Sharing Plan And Trust — Form 5500 plan (O'Brien Industrial Holdings, 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, Christy Employees' Profit Sharing Plan And Trust is a benefit plan reported by O'Brien Industrial Holdings, LLC under EIN 92-0198356 and plan number 001. The latest loaded filing year is 2023. The filing reports 168 participants and $18,068,893 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- O'Brien Industrial Holdings, LLC
- EIN
- 92-0198356
- Plan number
- 001
- Plan type
- 2
- Location
- St. Louis, MO
- Latest filing year
- 2023
- Participants
- 168
- End-of-year plan assets
- $18,068,893
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 168 | H, C | 20241010160029NAL0041448834001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,068,893
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,068,893
- Net assets (BOY)
- $15,342,869
Income & contributions
- Employer contributions
- $522,698
- Participant contributions
- $765,746
- Total contributions
- $1,292,230
- Total income / additions
- $3,612,259
Expenses & distributions
- Benefits paid
- $816,327
- Administrative expenses
- $69,908
- Total expenses
- $886,235
- Net increase / (decrease)
- $2,726,024
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Epic Retirement Plan Services | NONE | $38,311 | not reported in the loaded dataset | 2023 |
| Clayton Financial Group, LLC | NONE | $31,597 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $5,871 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for O'Brien Industrial Holdings, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in St. Louis, MO
- Epic Retirement Plan Services — Schedule C compensation
- Clayton Financial Group, LLC — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation