2023 Form 5500 filing — Oak Ridge Care Center Inc. 401(K) 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 20241008162211NAL0008572163001) for Oak Ridge Care Center Inc. 401(K) Plan, reported by Oak Ridge Care Center, Inc. under EIN 39-1081647 and plan number 002. It reports 184 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008162211NAL0008572163001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oak Ridge Care Center, Inc.
- EIN
- 39-1081647
- Plan number
- 002
- Location
- Union Grove, WI
- Participants
- 184
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $499,265
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $499,265
- Employer contributions
- $60,322
- Participant contributions
- $243,364
- Total income / additions
- $364,026
- Benefits paid
- $66,922
- Administrative expenses
- $15,584
- Total expenses
- $82,506
- Net increase / (decrease)
- $281,520
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co | RECORDKEEPER | $9,200 | $0 |
| Peak Retirement Group | CONTRACT ADMIN | $5,546 | $164 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $1,643 | not reported in the loaded dataset |
| Empower Adivsory Group LLC | INVESTMENT MGMT | $185 | not reported in the loaded dataset |