2023 Form 5500 filing — Orion South, Inc. Profit Sharing Plan And Trust
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 20241002140719NAL0004064979001) for Orion South, Inc. Profit Sharing Plan And Trust, reported by Orion South, Inc. under EIN 72-0485984 and plan number 002. It reports 402 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002140719NAL0004064979001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Orion South, Inc.
- EIN
- 72-0485984
- Plan number
- 002
- Location
- New Orleans, LA
- Participants
- 402
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,522,899
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,522,899
- Employer contributions
- $260,109
- Participant contributions
- $737,436
- Total income / additions
- $4,762,080
- Benefits paid
- $7,475,847
- Administrative expenses
- $60,998
- Total expenses
- $7,536,845
- Net increase / (decrease)
- -$2,774,765
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hancock Whitney Bank | ADVISOR | $38,039 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $22,959 | $0 |