Group O, 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, Group O, Inc. (EIN 36-3823680) is a plan sponsor located in Milan, IL with 2 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
36-3823680
Location
Milan, IL
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$41,230,357
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$41,230,357

Contributions & income

Employer contributions
$537,876
Participant contributions
$2,633,292
Total income / additions
$9,543,328

Expenses & distributions

Benefits paid / distributions
$3,085,844
Total expenses
$3,240,262
Net increase / (decrease)
$6,303,066

Coverage

Total reported participants
1,605
Plans with financial statements
1
Plans with provider compensation
1

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.

Largest loaded plans by reported assets

Group O, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Group O 401(K) Retirement Plan0011,027$41,230,3572023
Group O, Inc. Controlled Group Flex Ben Plan502578not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Group O, Inc.
YearPlanParticipantsSchedulesFiling
2023Group O, Inc. Controlled Group Flex Ben Plan57820240919091609NAL0005677409001
2023Group O 401(K) Retirement Plan1,027H, C20241011140610NAL0037151600001

Related Form 5500 pages