Employers › Earl Owen
Recordkeeping fees per participant · Earl Owen Company, Inc. 401(k) Profit Sharing Plan · plan year 2023
$87.79
Higher than 63% of the 8,500 plans $1 to 10M that report it.
= $6,760 / 77
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251112094004NAL0000012337001, received 2025-11-12
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251112094004NAL0000012337001, received 2025-11-12
Percentiles compare this plan with the Schedule H plans $1 to 10M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2023-01-01 to 2023-12-31, filing received 2025-11-12.
Administrative expenses excluding investment management, per participant
$237.77
Higher than 86% of the 17,126 plans $1 to 10M that report it.
= $18,308 / 77
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251112094004NAL0000012337001, received 2025-11-12
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251112094004NAL0000012337001, received 2025-11-12
Administrative expenses per participant
$971.97
Higher than 100% of the 17,762 plans $1 to 10M that report it.
= $74,842 / 77
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251112094004NAL0000012337001, received 2025-11-12
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251112094004NAL0000012337001, received 2025-11-12
Administrative expenses as a share of assets
4.826%
Higher than 100% of the 17,798 plans $1 to 10M that report it.
= $74,842 / $1,550,659
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251112094004NAL0000012337001, received 2025-11-12
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251112094004NAL0000012337001, received 2025-11-12
Employer contributions per participant
$3,884
Higher than 97% of the 15,688 plans $1 to 10M that report it.
= $299,093 / 77
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251112094004NAL0000012337001, received 2025-11-12
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251112094004NAL0000012337001, received 2025-11-12
Employer share of total contributions
51.5%
Higher than 95% of the 15,721 plans $1 to 10M that report it.
= $299,093 / $581,224
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251112094004NAL0000012337001, received 2025-11-12
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251112094004NAL0000012337001, received 2025-11-12
Plan terms are not published in public filings.
2A age/service-weighted · 2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251112094004NAL0000012337001, received 2025-11-12
| Field | Value | Source |
|---|---|---|
| Plan sponsor | EARL OWEN COMPANY, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251112094004NAL0000012337001, received 2025-11-12 |
| Plan name | EARL OWEN COMPANY, INC. 401(K) PROFIT SHARING PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251112094004NAL0000012337001, received 2025-11-12 |
| Sponsor EIN / plan number | 75-1548733 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251112094004NAL0000012337001, received 2025-11-12 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251112094004NAL0000012337001, received 2025-11-12 |
| Sponsor location | CARROLLTON, TX | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251112094004NAL0000012337001, received 2025-11-12 |
| Industry (business code) | 423100, Wholesale trade | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251112094004NAL0000012337001, received 2025-11-12 |
| Plan year | 2023-01-01 to 2023-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251112094004NAL0000012337001, received 2025-11-12 |
| Filing received | 2025-11-12 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251112094004NAL0000012337001, received 2025-11-12 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251112094004NAL0000012337001, received 2025-11-12 |
| Amended filing | yes | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251112094004NAL0000012337001, received 2025-11-12 |
| Participants, beginning of year | 154 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251112094004NAL0000012337001, received 2025-11-12 |
| Active participants | 1 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251112094004NAL0000012337001, received 2025-11-12 |
| Participants, end of year | 78 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251112094004NAL0000012337001, received 2025-11-12 |
| Participants with an account balance | 77 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251112094004NAL0000012337001, received 2025-11-12 |
| Total assets, beginning of year | $11,630,191 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251112094004NAL0000012337001, received 2025-11-12 |
| Total assets, end of year | $1,550,659 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251112094004NAL0000012337001, received 2025-11-12 |
| Net assets, end of year | $1,550,659 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251112094004NAL0000012337001, received 2025-11-12 |
| Total income | $1,847,847 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251112094004NAL0000012337001, received 2025-11-12 |
| Net income | $-10,079,532 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251112094004NAL0000012337001, received 2025-11-12 |
| Employer contributions | $299,093 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251112094004NAL0000012337001, received 2025-11-12 |
| Participant contributions | $282,131 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251112094004NAL0000012337001, received 2025-11-12 |
| Total contributions | $581,224 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251112094004NAL0000012337001, received 2025-11-12 |
| Benefit payments | $11,838,580 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251112094004NAL0000012337001, received 2025-11-12 |
| Total expenses (incl. benefit payments) | $11,927,379 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251112094004NAL0000012337001, received 2025-11-12 |
| Total administrative expenses | $74,842 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251112094004NAL0000012337001, received 2025-11-12 |
| Recordkeeping fees | $6,760 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251112094004NAL0000012337001, received 2025-11-12 |
| IQPA audit fees | $11,548 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251112094004NAL0000012337001, received 2025-11-12 |
| Investment advisory and management fees | $56,534 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251112094004NAL0000012337001, received 2025-11-12 |
| Administrative expenses excluding investment management | $18,308 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251112094004NAL0000012337001, received 2025-11-12 |
| Held in common/collective trusts | $1,473,436 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251112094004NAL0000012337001, received 2025-11-12 |
| Held in mutual funds | $68,630 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251112094004NAL0000012337001, received 2025-11-12 |
| Independent auditor | HOWARD LLC | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251112094004NAL0000012337001, received 2025-11-12 |
Position = column in the DOL layout for form year 2023. Filing 20251112094004NAL0000012337001, received 2025-11-12.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| RAYMOND JAMESrecordkeeper | INVESTMENT/FINANCIAL ADVI | 15 Recordkeeping and information management; 17 Consulting (pension); 50 Direct payment from the plan; 64 Recordkeeping fees; 70 Consulting fees; 21 Trustee (bank, trust company or similar); 49 Other services; 99 Other fees | $56,533 | no |
| HOWARD LLPrecordkeeper | ACCOUNTANT | 15 Recordkeeping and information management; 17 Consulting (pension); 50 Direct payment from the plan; 64 Recordkeeping fees; 70 Consulting fees | $11,547 | no |
| ADP, INC.recordkeeper | RECORD KEEPER | 37 Participant loan processing; 50 Direct payment from the plan; 15 Recordkeeping and information management; 64 Recordkeeping fees | $6,760 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251112094004NAL0000012337001, received 2025-11-12.
No filing for the previous plan year is in the data, so there is no year-over-year comparison.
Sponsor name as filed: EARL OWEN COMPANY, INC.; SEC registrant: EARL OWEN CO. (CIK 2011144, matched by EIN).