2023 Form 5500 filing — Ora 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 20241015151843NAL0030139425001) for Ora 401(K) Plan, reported by Ora, Inc. under EIN 04-3174215 and plan number 002. It reports 416 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$21.4MReported net assets$21,421,189

Participants416

Provider compensation$3.8K2 Schedule C row(s)$3,779

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015151843NAL0030139425001
Plan sponsor: Ora, Inc.
EIN: 04-3174215
Plan number: 002
Location: Andover, MA
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$21.4M total assets

Net assets$21.4MLiabilities$0

Money in vs. money out

Total income / additions$7.2M

Total expenses$1.3M

Benefits paid / distributions$1.3M

Contributions

Employer$890K

Participant$2.9M

Full reported line items

Total assets (EOY): $21,421,189
Total liabilities (EOY): $0
Net assets (EOY): $21,421,189
Employer contributions: $889,958
Participant contributions: $2,852,437
Total income / additions: $7,182,854
Benefits paid: $1,330,181
Administrative expenses: $3,779
Total expenses: $1,335,090
Net increase / (decrease): $5,847,764

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Strategic Advisors, Inc.$2.4K
ADVISOR · Direct $2.4K
2
Fidelity Investments Institutional$1.4K
RECORDKEEPER · Direct $1.4K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015151843NAL0030139425001 cover?: It is the 2023 Form 5500 filing for Ora 401(K) Plan, reported by Ora, Inc. (EIN 04-3174215).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).