Group O 401(K) Retirement Plan — Form 5500 plan (Group O, 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, Group O 401(K) Retirement Plan is a benefit plan reported by Group O, Inc. under EIN 36-3823680 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,027 participants and $41,230,357 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$41.2MPlan net assets, end of year$41,230,357
Participants1KCovered participants reported1,027
Assets / participant$40.1KComputed: assets ÷ participants$40,146 (computed)
Provider compensation$118.6K2 Schedule C provider row(s)$118,641
- Plan sponsor
- Group O, Inc.
- EIN
- 36-3823680
- Plan number
- 001
- Plan type
- 2
- Location
- Milan, IL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,027 | H, C | 20241011140610NAL0037151600001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$41.2M total assets
Net assets$41.2MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $41,230,357
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,230,357
- Net assets (BOY)
- $34,927,291
Income & contributions
- Employer contributions
- $537,876
- Participant contributions
- $2,633,292
- Total contributions
- $3,426,116
- Total income / additions
- $9,543,328
Expenses & distributions
- Benefits paid
- $3,085,844
- Administrative expenses
- $118,641
- Total expenses
- $3,240,262
- Net increase / (decrease)
- $6,303,066
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cambridge Investment Research | ADVISOR | $65,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $53,641 | $0 | 2023 |