2023 Form 5500 filing — Architects Orange 401(K) Retirement Savings 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 20241010144448NAL0021275409001) for Architects Orange 401(K) Retirement Savings Plan, reported by Architects Orange Llp, Dba Ao under EIN 95-3428586 and plan number 004. It reports 404 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010144448NAL0021275409001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Architects Orange Llp, Dba Ao
- EIN
- 95-3428586
- Plan number
- 004
- Location
- Orange, CA
- Participants
- 404
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,564,806
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,564,806
- Employer contributions
- $0
- Participant contributions
- $2,512,632
- Total income / additions
- $6,785,766
- Benefits paid
- $965,428
- Administrative expenses
- $90,043
- Total expenses
- $1,062,961
- Net increase / (decrease)
- $5,722,805
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $83,189 | $0 |
| Capital Synergy Partners | BROKER/ADVISER | $0 | $52,608 |
| Wright Ford Young & Co Certified Pu | AUDITOR | $6,750 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $103 | not reported in the loaded dataset |