Ogre Holdings, LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Ogre Holdings, LLC)

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, Ogre Holdings, LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Ogre Holdings, LLC under EIN 20-3308873 and plan number 001. The latest loaded filing year is 2023. The filing reports 152 participants and $9,402,372 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ogre Holdings, LLC
EIN
20-3308873
Plan number
001
Plan type
2
Location
Tipton, IN
Latest filing year
2023
Participants
152
End-of-year plan assets
$9,402,372

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023152H, C20240925053422NAL0008081203001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,402,372
Total liabilities (EOY)
$0
Net assets (EOY)
$9,402,372
Net assets (BOY)
$7,989,259

Income & contributions

Employer contributions
$299,353
Participant contributions
$521,099
Total contributions
$836,524
Total income / additions
$2,266,810

Expenses & distributions

Benefits paid
$805,523
Administrative expenses
$46,727
Total expenses
$853,697
Net increase / (decrease)
$1,413,113

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Shepherd Financial Invest. AdvisoryINVESTMENT/FINANCIAL ADVI$28,521$02023
Adp, Inc.RECORD KEEPER$18,205$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages