Original filing (PDF)20230608093949NAL0042209088001

OVERFLOW ENTERPRISES LLC

Name: OVERFLOW ENTERPRISES LLC — OVERFLOW ENTERPRISES LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2022)
Creator: OVERFLOW ENTERPRISES LLC

Form 5500-SF

FILING_RECEIVED

OVERFLOW ENTERPRISES LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OVERFLOW ENTERPRISES LLC.

Plan sponsor

Name

OVERFLOW ENTERPRISES LLC

EIN

84-5030915

Address

320 WEST 2ND STREET · MARBLEHEAD, OH · 434405017

Phone

(330) 267-8396

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-03-22

Filed

2023-06-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

RICHARD T. PATZI

RICHARD T PATZI 401(K) PROFIT SHARING PLAN & TRUST

MASTER GARMENT CLEANERS

MASTER GARMENT CLEANERS 401(K) RETIREMENT PLAN

COREY NELSON

COREY NELSON 401(K) PROFIT SHARING PLAN & TRUST

U.E., INC.

U.E., INC. 401(K) PROFIT SHARING PLAN

MONARCH ENTERPRISES LLP

MONARCH ENTERPRISES LLP 401(K)