Oak Grove Institute Foundation, Inc. 401(K) Plan — Form 5500 plan (Oak Grove Institute Foundation, Inc)
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, Oak Grove Institute Foundation, Inc. 401(K) Plan is a benefit plan reported by Oak Grove Institute Foundation, Inc under EIN 33-0470446 and plan number 002. The latest loaded filing year is 2023. The filing reports 360 participants and $4,249,498 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oak Grove Institute Foundation, Inc
- EIN
- 33-0470446
- Plan number
- 002
- Plan type
- 2
- Location
- Murrieta, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 360 | H | 20241011000343NAL0012025699001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $4,249,498
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,249,498
- Net assets (BOY)
- $3,373,892
Income & contributions
- Employer contributions
- $74,024
- Participant contributions
- $362,767
- Total contributions
- $440,528
- Total income / additions
- $1,169,895
Expenses & distributions
- Benefits paid
- $292,094
- Administrative expenses
- $2,195
- Total expenses
- $294,289
- Net increase / (decrease)
- $875,606
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.