Orion Pacific Holdings Corp. 401(K) Plan — Form 5500 plan (Orion Pacific, 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 Pacific Holdings Corp. 401(K) Plan is a benefit plan reported by Orion Pacific, Inc. under EIN 75-1559463 and plan number 001. The latest loaded filing year is 2023. The filing reports 267 participants and $12,030,859 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Orion Pacific, Inc.
EIN
75-1559463
Plan number
001
Plan type
2
Location
Odessa, TX
Latest filing year
2023
Participants
267
End-of-year plan assets
$12,030,859

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023267H, C20241014140123NAL0027496881001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,030,859
Total liabilities (EOY)
$46,610
Net assets (EOY)
$11,984,249
Net assets (BOY)
$10,507,604

Income & contributions

Employer contributions
$201,099
Participant contributions
$779,916
Total contributions
$981,015
Total income / additions
$2,503,406

Expenses & distributions

Benefits paid
$974,598
Administrative expenses
$52,163
Total expenses
$1,026,761
Net increase / (decrease)
$1,476,645

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock UsaN/A$4,833$02023
Pentec Pension Mgt Group IncN/A$3,390$02023

Related Form 5500 pages