2023 Form 5500 filing — Oak Grove Institute Foundation, 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 20241011000343NAL0012025699001) for Oak Grove Institute Foundation, Inc. 401(K) Plan, reported by Oak Grove Institute Foundation, Inc under EIN 33-0470446 and plan number 002. It reports 360 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$4.2MReported net assets$4,249,498
Participants360
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
- EFAST2 acknowledgement
- 20241011000343NAL0012025699001
- Plan sponsor
- Oak Grove Institute Foundation, Inc
- EIN
- 33-0470446
- Plan number
- 002
- Location
- Murrieta, CA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$4.2M total assets
Net assets$4.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $4,249,498
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,249,498
- Employer contributions
- $74,024
- Participant contributions
- $362,767
- Total income / additions
- $1,169,895
- Benefits paid
- $292,094
- Administrative expenses
- $2,195
- Total expenses
- $294,289
- Net increase / (decrease)
- $875,606