Group O 401(K) Retirement Plan — Form 5500 plan (Group O, 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, Group O 401(K) Retirement Plan is a benefit plan reported by Group O, Inc. under EIN 36-3823680 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,027 participants and $41,230,357 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Group O, Inc.
EIN
36-3823680
Plan number
001
Plan type
2
Location
Milan, IL
Latest filing year
2023
Participants
1,027
End-of-year plan assets
$41,230,357

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,027H, C20241011140610NAL0037151600001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$41,230,357
Total liabilities (EOY)
$0
Net assets (EOY)
$41,230,357
Net assets (BOY)
$34,927,291

Income & contributions

Employer contributions
$537,876
Participant contributions
$2,633,292
Total contributions
$3,426,116
Total income / additions
$9,543,328

Expenses & distributions

Benefits paid
$3,085,844
Administrative expenses
$118,641
Total expenses
$3,240,262
Net increase / (decrease)
$6,303,066

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cambridge Investment ResearchADVISOR$65,000not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$53,641$02023

Related Form 5500 pages