First Orion Corp. 401(K) Plan — Form 5500 plan (First Orion Corp.)
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, First Orion Corp. 401(K) Plan is a benefit plan reported by First Orion Corp. under EIN 26-0673290 and plan number 001. The latest loaded filing year is 2023. The filing reports 408 participants and $20,361,545 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- First Orion Corp.
- EIN
- 26-0673290
- Plan number
- 001
- Plan type
- 2
- Location
- North Little Rock, AR
- Latest filing year
- 2023
- Participants
- 408
- End-of-year plan assets
- $20,361,545
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 408 | H, C | 20241014174337NAL0026863793001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,361,545
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,361,545
- Net assets (BOY)
- $13,533,223
Income & contributions
- Employer contributions
- $1,397,172
- Participant contributions
- $2,784,304
- Total contributions
- $4,465,916
- Total income / additions
- $7,404,688
Expenses & distributions
- Benefits paid
- $555,936
- Administrative expenses
- $17,665
- Total expenses
- $576,366
- Net increase / (decrease)
- $6,828,322
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $17,665 | not reported in the loaded dataset | 2023 |