Orville'S Appliance, Inc. 401(K) Plan — Form 5500 plan (Orville'S Appliance, Inc.)

Plain-English plan 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, Orville'S Appliance, Inc. 401(K) Plan is a benefit plan reported by Orville'S Appliance, Inc. under EIN 16-0904439 and plan number 001. The latest loaded filing year is 2023. The filing reports 183 participants and $17,600,147 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Orville'S Appliance, Inc.
EIN
16-0904439
Plan number
001
Plan type
2
Location
Lancaster, NY
Latest filing year
2023
Participants
183
End-of-year plan assets
$17,600,147

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023183H, C20241009150148NAL0033139536001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,600,147
Total liabilities (EOY)
$0
Net assets (EOY)
$17,600,147
Net assets (BOY)
$14,563,483

Income & contributions

Employer contributions
$302,966
Participant contributions
$831,244
Total contributions
$1,134,210
Total income / additions
$3,376,602

Expenses & distributions

Benefits paid
$337,913
Administrative expenses
$2,025
Total expenses
$339,938
Net increase / (decrease)
$3,036,664

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Osaic Wealth IncADVISOR$0$38,3192023
Fidelity Investments InstitutionalRECORDKEEPER$2,025$02023

Related Form 5500 pages