Orion Systems, Inc. 401(K) Plan & Trust — Form 5500 plan (Orion Systems, 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, Orion Systems, Inc. 401(K) Plan & Trust is a benefit plan reported by Orion Systems, Inc. under EIN 38-3211876 and plan number 001. The latest loaded filing year is 2023. The filing reports 50 participants and $6,833,747 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$6.8MPlan net assets, end of year$6,833,747
Participants50Covered participants reported
Assets / participant$136.7KComputed: assets ÷ participants$136,675 (computed)
Provider compensationNone reported
Plan sponsor
Orion Systems, Inc.
EIN
38-3211876
Plan number
001
Plan type
2
Location
Saline, MI
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202350I20241002085504NAL0016183298001
Schedule I · 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)$6.8M total assets
Net assets$6.8MLiabilities$0
Money in vs. money out
Total income / additions$1.5M
Total expenses$182.8K
Benefits paid / distributions$155.8K
Contributions
Employer$27.5K
Participant$319.1K
Full reported line items

Net assets

Total assets (EOY)
$6,833,747
Total liabilities (EOY)
$0
Net assets (EOY)
$6,833,747
Net assets (BOY)
$5,552,484

Income & contributions

Employer contributions
$27,517
Participant contributions
$319,095
Total income / additions
$1,464,027

Expenses & distributions

Benefits paid
$155,802
Administrative expenses
$15,982
Total expenses
$182,764
Net increase / (decrease)
$1,281,263
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 8%Participant 92%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income11%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages