2023 Form 5500 filing — Orbis Holdings Group, LLC 401(K) Savings & Investment 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 20241016104835NAL0052874656001) for Orbis Holdings Group, LLC 401(K) Savings & Investment Plan, reported by Orbis Holdings Group, LLC under EIN 38-3279069 and plan number 002. It reports 400 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241016104835NAL0052874656001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Orbis Holdings Group, LLC
- EIN
- 38-3279069
- Plan number
- 002
- Location
- St. Clair, MI
- Participants
- 400
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,677,883
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,677,883
- Employer contributions
- $264,347
- Participant contributions
- $745,674
- Total income / additions
- $2,230,059
- Benefits paid
- $925,280
- Administrative expenses
- $49,961
- Total expenses
- $979,148
- Net increase / (decrease)
- $1,250,911
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions, | RECORDKEEPER | $30,668 | $0 |
| M Holding Securities, Inc. | INVESTMENT ADVISORY- PLAN | $19,293 | not reported in the loaded dataset |