Plan5500

Oak Grove Institute Foundation Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Oak Grove Institute Foundation Inc. (EIN 33-0470446) is a plan sponsor located in Murrieta, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
33-0470446
Location
Murrieta, CA
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.2MSummed across loaded plans$4,249,498
Total reported assets$4.2M$4,249,498
Total reported participants625
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$4.2M total assets
Net assets$4.2MLiabilities$0
Contributions & income
Employer contributions$74K
Participant contributions$362.8K
Total income / additions$1.2M
Expenses & distributions
Benefits paid / distributions$292.1K
Total expenses$294.3K
Net increase / (decrease)$875.6K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Oak Grove Institute Foundation, Inc. 401(K) Plan
Participants per plan313Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Oak Grove Institute Foundation, Inc. 401(K) Plan$4.2M
    Plan #002 · 360 participants · 2023
  2. 2
    Oak Grove Benefit Plannot reported in the loaded dataset
    Plan #502 · 265 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Oak Grove Institute Foundation Inc.
YearPlanParticipantsSchedulesFiling
2023Oak Grove Institute Foundation, Inc. 401(K) Plan360H20241011000343NAL0012025699001
2023Oak Grove Benefit Plan265—20241014084355NAL0014656339001

Related Form 5500 pages