2023 Form 5500 filing — Orion 401(K) Retirement Plan
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 20240812180332NAL0005614851001) for Orion 401(K) Retirement Plan, reported by Orion under EIN 71-0945404 and plan number 002. It reports 1,013 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240812180332NAL0005614851001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Orion
- EIN
- 71-0945404
- Plan number
- 002
- Location
- Houston, TX
- Participants
- 1,013
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $68,267,386
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $68,267,386
- Employer contributions
- $1,865,369
- Participant contributions
- $4,519,049
- Total income / additions
- $16,747,053
- Benefits paid
- $6,460,401
- Administrative expenses
- $52,705
- Total expenses
- $6,614,174
- Net increase / (decrease)
- $10,132,879
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Melton & Melton, Llp | ACCOUNTANT/AUDITOR | $48,000 | not reported in the loaded dataset |
| Bok Financial | INVESTMENT ADVISOR | $32,997 | not reported in the loaded dataset |
| Lpl Financial LLC | ADVISOR | $0 | $0 |
| Fidelity Investments Institutional | RECORDKEEPER | -$28,291 | $0 |