Sp Orian, LLC — 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, Sp Orian, LLC (EIN 88-3435833) is a plan sponsor located in Anderson, SC 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
88-3435833
Location
Anderson, SC
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$5,027,069
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$5,027,069

Contributions & income

Employer contributions
$187,196
Participant contributions
$537,137
Total income / additions
$2,658,103

Expenses & distributions

Benefits paid / distributions
$809,101
Total expenses
$885,177
Net increase / (decrease)
$1,772,926

Coverage

Total reported participants
292
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

Sp Orian, LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Sp Orian, LLC 401(K) Plan001182$5,027,0692023
Sp Orian, LLC Health And Welfare Benefit Plan506110not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Sp Orian, LLC
YearPlanParticipantsSchedulesFiling
2023Sp Orian, LLC Health And Welfare Benefit Plan11020240730091923NAL0019792737001
2023Sp Orian, LLC 401(K) Plan182H, C20241010061443NAL0020542065001

Related Form 5500 pages