2023 Form 5500 filing — Aor Direct, LLC Profit Sharing 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 20240916130830NAL0002124448001) for Aor Direct, LLC Profit Sharing Plan, reported by Aor Direct, LLC under EIN 26-1633380 and plan number 002. It reports 5 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.3MReported net assets$2,298,146
Participants5
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240916130830NAL0002124448001
Plan sponsor
Aor Direct, LLC
EIN
26-1633380
Plan number
002
Location
Scottsdale, AZ
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)$2.3M total assets
Net assets$2.3MLiabilities
Money in vs. money out
Total income / additions$302.1K
Total expenses$374.3K
Benefits paid / distributions$331.8K
Contributions
Employer$55.8K
Participant$44.6K
Full reported line items
Total assets (EOY)
$2,298,146
Net assets (EOY)
$2,298,146
Employer contributions
$55,760
Participant contributions
$44,640
Total income / additions
$302,107
Benefits paid
$331,781
Administrative expenses
$9,071
Total expenses
$374,338
Net increase / (decrease)
-$72,231

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240916130830NAL0002124448001 cover?
It is the 2023 Form 5500 filing for Aor Direct, LLC Profit Sharing Plan, reported by Aor Direct, LLC (EIN 26-1633380).
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