Architects Orange 401(K) Retirement Savings Plan — Form 5500 plan (Architects Orange Llp, Dba Ao)
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, Architects Orange 401(K) Retirement Savings Plan is a benefit plan reported by Architects Orange Llp, Dba Ao under EIN 95-3428586 and plan number 004. The latest loaded filing year is 2023. The filing reports 404 participants and $26,564,806 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Architects Orange Llp, Dba Ao
- EIN
- 95-3428586
- Plan number
- 004
- Plan type
- 2
- Location
- Orange, CA
- Latest filing year
- 2023
- Participants
- 404
- End-of-year plan assets
- $26,564,806
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 404 | H, C | 20241010144448NAL0021275409001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,564,806
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,564,806
- Net assets (BOY)
- $20,842,001
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $2,512,632
- Total contributions
- $3,030,182
- Total income / additions
- $6,785,766
Expenses & distributions
- Benefits paid
- $965,428
- Administrative expenses
- $90,043
- Total expenses
- $1,062,961
- Net increase / (decrease)
- $5,722,805
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $83,189 | $0 | 2023 |
| Capital Synergy Partners | BROKER/ADVISER | $0 | $52,608 | 2023 |
| Wright Ford Young & Co Certified Pu | AUDITOR | $6,750 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $103 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Architects Orange Llp, Dba Ao
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Orange, CA
- Empower Annuity Insurance Company O — Schedule C compensation
- Capital Synergy Partners — Schedule C compensation
- Wright Ford Young & Co Certified Pu — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation