Oriol Holding Inc. 401(K) Plan — Form 5500 plan (Oriol Holding 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, Oriol Holding Inc. 401(K) Plan is a benefit plan reported by Oriol Holding Inc. under EIN 32-0398044 and plan number 001. The latest loaded filing year is 2023. The filing reports 368 participants and $8,050,095 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oriol Holding Inc.
- EIN
- 32-0398044
- Plan number
- 001
- Plan type
- 2
- Location
- Holden, MA
- Latest filing year
- 2023
- Participants
- 368
- End-of-year plan assets
- $8,050,095
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 368 | H, C | 20240923111658NAL0023340610001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,050,095
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,050,095
- Net assets (BOY)
- $6,678,768
Income & contributions
- Employer contributions
- $139,019
- Participant contributions
- $1,180,476
- Total contributions
- $1,330,904
- Total income / additions
- $2,284,589
Expenses & distributions
- Benefits paid
- $805,128
- Administrative expenses
- $107,141
- Total expenses
- $913,262
- Net increase / (decrease)
- $1,371,327
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fisher Investments, Inc. | ACCOUNTANT | $55,191 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $51,950 | $0 | 2023 |