How big is Anesi Ozmon, Ltd.'s plan?

Anesi Ozmon, Ltd.'s plan reported $6.3M in assets and 30 participants for 2024.

Original filing (PDF)20250529115121NAL0019443218001

Anesi Ozmon, Ltd.

Name: Anesi Ozmon, Ltd. — Anesi Ozmon, Ltd. Profit Sharing, Form 5500 (2024)
Creator: Anesi Ozmon, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Anesi Ozmon, Ltd. Profit Sharing and Savings Plan and Trust

401(k) retirement plan · Anesi Ozmon, Ltd.'s Anesi Ozmon, Ltd. Profit Sharing and Savings Plan and Trust held $6.3M in plan assets for 30 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.3M

Net assets (EOY)

$6.3M

People on this filing

Jeffrey Alter signed Anesi Ozmon, Ltd.'s 2024 Form 5500 as plan administrator.

Jeffrey Alter — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Anesi Ozmon, Ltd.'s EIN is 36-2669919.

EIN 36-2669919

Plan number 003

Plan year 2024

ACK ID 20250529115121NAL0019443218001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Anesi Ozmon, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Anesi Ozmon, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ANESI OZMON, LTD..

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score