How many benefit plans does Oglethorpe, Inc. report on Form 5500?

Oglethorpe, Inc. (EIN 59-3586063) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Oglethorpe, Inc.?

The Employer Identification Number (EIN) reported for Oglethorpe, Inc. is 59-3586063.

What is the latest Form 5500 filing year for Oglethorpe, Inc.?

The latest loaded Form 5500 filing year for Oglethorpe, Inc. is 2023.

Oglethorpe, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Oglethorpe, Inc. (EIN 59-3586063) is a plan sponsor located in Brooksville, FL with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 59-3586063
Location: Brooksville, FL
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $5,146,851
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $5,146,851

Contributions & income

Employer contributions: $140,902
Participant contributions: $388,401
Total income / additions: $1,413,940

Expenses & distributions

Benefits paid / distributions: $839,082
Total expenses: $925,257
Net increase / (decrease): $488,683

Coverage

Total reported participants: 1,177
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Oglethorpe, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Oglethorpe, Inc. 401(K) Plan	001	575	$5,146,851	2023
Oglethorpe, Inc. Welfare Benefit Plan	501	602	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Oglethorpe, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Oglethorpe, Inc. 401(K) Plan	575	H, C	20240919142117NAL0006275137001
2023	Oglethorpe, Inc. Welfare Benefit Plan	602	—	20250121075237NAL0001987635001