2023 Form 5500 filing — Orbix Dba Petol Gearench 401(K) Retirement Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240521161829NAL0002867697001) for Orbix Dba Petol Gearench 401(K) Retirement Plan, reported by Orbix Dba Petol Gearench under EIN 74-1982251 and plan number 002. It reports 62 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$14.4MReported net assets$14,426,906
Participants62
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240521161829NAL0002867697001
Plan sponsor
Orbix Dba Petol Gearench
EIN
74-1982251
Plan number
002
Location
Clifton, TX
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$14.4M total assets
Net assets$14.4MLiabilities$0
Money in vs. money out
Total income / additions$3.7M
Total expenses$3.9M
Benefits paid / distributions$3.8M
Contributions
Employer$189.6K
Participant$413.7K
Full reported line items
Total assets (EOY)
$14,426,906
Total liabilities (EOY)
$0
Net assets (EOY)
$14,426,906
Employer contributions
$189,606
Participant contributions
$413,690
Total income / additions
$3,749,208
Benefits paid
$3,830,565
Administrative expenses
$23,068
Total expenses
$3,853,633
Net increase / (decrease)
-$104,425

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240521161829NAL0002867697001 cover?
It is the 2023 Form 5500 filing for Orbix Dba Petol Gearench 401(K) Retirement Plan, reported by Orbix Dba Petol Gearench (EIN 74-1982251).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages