Who sponsors the 401(K) Profit Sharing Plan For Orange Grove Center, Inc.?

401(K) Profit Sharing Plan For Orange Grove Center, Inc. is reported as sponsored by The Orange Grove Center, Inc. (EIN 62-0549365, plan number 003) in public Form 5500 filings.

What is the most recent Form 5500 filing year for 401(K) Profit Sharing Plan For Orange Grove Center, Inc.?

The latest Form 5500 filing year loaded for 401(K) Profit Sharing Plan For Orange Grove Center, Inc. is 2023.

How many participants does 401(K) Profit Sharing Plan For Orange Grove Center, Inc. report?

401(K) Profit Sharing Plan For Orange Grove Center, Inc. reports 629 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for 401(K) Profit Sharing Plan For Orange Grove Center, Inc.?

401(K) Profit Sharing Plan For Orange Grove Center, Inc. reports $11,281,965 in end-of-year plan assets in its latest loaded Form 5500 filing.

401(K) Profit Sharing Plan For Orange Grove Center, Inc. — Form 5500 plan (The Orange Grove Center, 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, 401(K) Profit Sharing Plan For Orange Grove Center, Inc. is a benefit plan reported by The Orange Grove Center, Inc. under EIN 62-0549365 and plan number 003. The latest loaded filing year is 2023. The filing reports 629 participants and $11,281,965 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$11.3MPlan net assets, end of year$11,281,965

Participants629Covered participants reported

Assets / participant$17.9KComputed: assets ÷ participants$17,936 (computed)

Provider compensation$42.4K1 Schedule C provider row(s)$42,405

Plan sponsor: The Orange Grove Center, Inc.
EIN: 62-0549365
Plan number: 003
Plan type: 2
Location: Chattanooga, TN
Latest filing year: 2023

How to read this plan profile

Net assets = total assets minus total liabilities, end of year (Schedule H/I).
Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
Schedule chips (Sch H / I / C) show which schedules each filing includes.
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.

EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

2023
629 participants · 2Sch HSch C
View filing →

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)$11.3M total assets

Net assets$11.3MLiabilities$0

Money in vs. money out

Total income / additions$2.2M

Total expenses$895K

Benefits paid / distributions$869K

Contributions

Employer$352.9K

Participant$599.4K

Full reported line items

Net assets

Total assets (EOY): $11,281,965
Total liabilities (EOY): $0
Net assets (EOY): $11,281,965
Net assets (BOY): $9,951,921

Income & contributions

Employer contributions: $352,934
Participant contributions: $599,352
Total contributions: $956,708
Total income / additions: $2,225,043

Expenses & distributions

Benefits paid: $868,980
Administrative expenses: $17,104
Total expenses: $894,999
Net increase / (decrease): $1,330,044

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)

37%63%

Employer 37%Participant 63%

Total expenses ÷ net assets8%Computed ratio

Benefits paid ÷ total income39%Computed ratio

Provider comp. ÷ net assets0%Computed ratio

Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

1
American United Life Insurance Co.$42.4K
NONE · Direct $14.7K · Indirect $27.7K

What to inspect next

Frequently asked questions

Who sponsors the 401(K) Profit Sharing Plan For Orange Grove Center, Inc.?: 401(K) Profit Sharing Plan For Orange Grove Center, Inc. is reported as sponsored by The Orange Grove Center, Inc. (EIN 62-0549365, plan number 003) in public Form 5500 filings.
What is the most recent Form 5500 filing year for 401(K) Profit Sharing Plan For Orange Grove Center, Inc.?: The latest Form 5500 filing year loaded for 401(K) Profit Sharing Plan For Orange Grove Center, Inc. is 2023.
How many participants does 401(K) Profit Sharing Plan For Orange Grove Center, Inc. report?: 401(K) Profit Sharing Plan For Orange Grove Center, Inc. reports 629 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for 401(K) Profit Sharing Plan For Orange Grove Center, Inc.?: 401(K) Profit Sharing Plan For Orange Grove Center, Inc. reports $11,281,965 in end-of-year plan assets in its latest loaded Form 5500 filing.

Form 5500 terms, in plain English

Form 5500: The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H: The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I: The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C: Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets: Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions: Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.