Orgill, Inc. 401(K) Plan — Form 5500 plan (Orgill, 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, Orgill, Inc. 401(K) Plan is a benefit plan reported by Orgill, Inc. under EIN 62-0314720 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,202 participants and $253,981,564 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Orgill, Inc.
EIN
62-0314720
Plan number
002
Plan type
2
Location
Collierville, TN
Latest filing year
2023
Participants
3,202
End-of-year plan assets
$253,981,564

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,202H, C20241010144558NAL0021276993001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$253,981,564
Total liabilities (EOY)
$0
Net assets (EOY)
$253,981,564
Net assets (BOY)
$226,643,417

Income & contributions

Employer contributions
$7,052,969
Participant contributions
$14,585,475
Total contributions
$23,623,103
Total income / additions
$57,433,456

Expenses & distributions

Benefits paid
$29,707,749
Administrative expenses
$369,462
Total expenses
$30,095,309
Net increase / (decrease)
$27,338,147

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Prudential Insurance Company OfNONE$311,666$02023
Rbc Wealth ManagementNONE$50,000not reported in the loaded dataset2023

Related Form 5500 pages