2023 Form 5500 filing — Orr Investment Management, LLC Safe Harbor 401(K)
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240702183506NAL0003832019004) for Orr Investment Management, LLC Safe Harbor 401(K), reported by Orr Investment Management LLC under EIN 81-4088029 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240702183506NAL0003832019004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Orr Investment Management LLC
- EIN
- 81-4088029
- Plan number
- 001
- Location
- Paris, TN
- Participants
- 2
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $73,734
- Net assets (EOY)
- $73,734
- Employer contributions
- $7,306
- Participant contributions
- $7,306
- Total income / additions
- $25,787
- Total expenses
- $80
- Net increase / (decrease)
- $25,707
- Schedule source
- Schedule I