Oremor Mgmt And Investment Co 401(K) Retirement Savings Plan — Form 5500 plan (Oremor Mgmt And Investment Co)

Plain-English plan 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, Oremor Mgmt And Investment Co 401(K) Retirement Savings Plan is a benefit plan reported by Oremor Mgmt And Investment Co under EIN 33-0152532 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,048 participants and $77,259,431 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Oremor Mgmt And Investment Co
EIN
33-0152532
Plan number
001
Plan type
2
Location
Ontario, CA
Latest filing year
2023
Participants
2,048
End-of-year plan assets
$77,259,431

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,048H, C20241011154358NAL0023144241001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$77,259,431
Total liabilities (EOY)
$0
Net assets (EOY)
$77,259,431
Net assets (BOY)
$60,300,972

Income & contributions

Employer contributions
$1,128,790
Participant contributions
$8,473,625
Total contributions
$9,814,633
Total income / additions
$22,238,206

Expenses & distributions

Benefits paid
$4,921,388
Administrative expenses
$268,174
Total expenses
$5,279,747
Net increase / (decrease)
$16,958,459

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$169,085$02023
Morgan Stanley Smith BarneyINVESTMENT/FINANCIAL ADVI$99,088$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages