Plan5500

Orr, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Orr, 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, Orr, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Orr, Inc. under EIN 71-0393216 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,655 participants and $9,250,329 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Orr, Inc.
EIN
71-0393216
Plan number
001
Plan type
2
Location
Texarkana, TX
Latest filing year
2023
Participants
1,655
End-of-year plan assets
$9,250,329

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,655H, C20241007130030NAL0015194913001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,250,329
Total liabilities (EOY)
$0
Net assets (EOY)
$9,250,329
Net assets (BOY)
$7,567,101

Income & contributions

Employer contributions
$0
Participant contributions
$1,144,615
Total contributions
$1,241,268
Total income / additions
$2,473,329

Expenses & distributions

Benefits paid
$728,312
Administrative expenses
$59,449
Total expenses
$790,101
Net increase / (decrease)
$1,683,228

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$55,868$02023
Linsco/Private Ledger CorpBROKER/ADVISER$0$28,4382023
Empower Advisory Group, LLCINVESTMENT MGMT$3,581not reported in the loaded dataset2023

Related Form 5500 pages