2023 Form 5500 filing — Orion Real Estate Services, Inc. 401k 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 20241015133741NAL0014735315001) for Orion Real Estate Services, Inc. 401k Plan, reported by Orion Real Estate Services, Inc. under EIN 76-0156150 and plan number 001. It reports 683 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015133741NAL0014735315001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Orion Real Estate Services, Inc.
- EIN
- 76-0156150
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 683
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,522,260
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,522,260
- Employer contributions
- $359,688
- Participant contributions
- $1,673,079
- Total income / additions
- $3,750,396
- Benefits paid
- $1,080,316
- Administrative expenses
- $81,496
- Total expenses
- $1,161,812
- Net increase / (decrease)
- $2,588,584
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $43,315 | $0 |
| Sagepoint Financial Inc | ADVISOR | $21,773 | not reported in the loaded dataset |
| Baker Tilly Us, Llp | OTHER SERVICES | $11,340 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $5,071 | not reported in the loaded dataset |