2023 Form 5500 filing — Orange Group 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 20241011130731NAL0010943811001) for Orange Group 401(K) Plan, reported by Orange Business Services under EIN 58-2261454 and plan number 001. It reports 1,358 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011130731NAL0010943811001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Orange Business Services
- EIN
- 58-2261454
- Plan number
- 001
- Location
- Herndon, VA
- Participants
- 1,358
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $451,461,068
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $451,461,068
- Employer contributions
- $1,852,816
- Participant contributions
- $6,438,909
- Total income / additions
- $90,120,289
- Benefits paid
- $45,323,695
- Administrative expenses
- $590,199
- Total expenses
- $45,913,894
- Net increase / (decrease)
- $44,206,395
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Financial Engines | NONE | $129,602 | not reported in the loaded dataset |
| Mercer | NONE | $105,213 | not reported in the loaded dataset |
| Troutman Pepper LLC | NONE | $97,031 | not reported in the loaded dataset |
| Citrin Cooperman | NONE | $50,925 | not reported in the loaded dataset |
| T Rowe Price Rps Inc | NONE | $43,723 | $0 |
| Michael Berg Consulting, LLC | NONE | $39,384 | not reported in the loaded dataset |