Oec Shipping Los Angeles, Inc. 401(K) Plan — Form 5500 plan (Oec Shipping Los Angeles, 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, Oec Shipping Los Angeles, Inc. 401(K) Plan is a benefit plan reported by Oec Shipping Los Angeles, Inc. under EIN 95-4682826 and plan number 001. The latest loaded filing year is 2023. The filing reports 252 participants and $11,738,229 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Oec Shipping Los Angeles, Inc.
EIN
95-4682826
Plan number
001
Plan type
2
Location
Cerritos, CA
Latest filing year
2023
Participants
252
End-of-year plan assets
$11,738,229

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023252H, C20240716051527NAL0004551968001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,738,229
Total liabilities (EOY)
$0
Net assets (EOY)
$11,738,229
Net assets (BOY)
$9,382,786

Income & contributions

Employer contributions
$294,984
Participant contributions
$1,016,819
Total contributions
$1,322,782
Total income / additions
$3,004,059

Expenses & distributions

Benefits paid
$591,250
Administrative expenses
$44,353
Total expenses
$648,616
Net increase / (decrease)
$2,355,443

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pensionmark Financial Group, LLCINVESTMENT/FINANCIAL ADVI$26,500$02023
Adp, Inc.RECORD KEEPER$17,853$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages