2023 Form 5500 filing — The Ogeechee Group, Inc. 401 K 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 20240910090319NAL0003378803001) for The Ogeechee Group, Inc. 401 K Plan, reported by The Ogeechee Group, Inc. under EIN 58-2498918 and plan number 001. It reports 780 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240910090319NAL0003378803001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- The Ogeechee Group, Inc.
- EIN
- 58-2498918
- Plan number
- 001
- Location
- Savannah, GA
- Participants
- 780
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,783,950
- Total liabilities (EOY)
- $92,839
- Net assets (EOY)
- $16,691,111
- Employer contributions
- $302,604
- Participant contributions
- $1,618,618
- Total income / additions
- $4,899,282
- Benefits paid
- $911,161
- Administrative expenses
- $17,837
- Total expenses
- $941,232
- Net increase / (decrease)
- $3,958,050
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $15,381 | $0 |
| Nwrpc LLC | CONTRACT ADMIN | $2,125 | $4,876 |
| Ascensus Inc | OTHER | $0 | $2,166 |
| Empower Advisory Group, LLC | INVESTMENT MGR | $331 | $0 |