Orbis Holdings Group, LLC 401(K) Savings & Investment Plan — Form 5500 plan (Orbis Holdings Group, 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, Orbis Holdings Group, LLC 401(K) Savings & Investment Plan is a benefit plan reported by Orbis Holdings Group, LLC under EIN 38-3279069 and plan number 002. The latest loaded filing year is 2023. The filing reports 400 participants and $8,677,883 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Orbis Holdings Group, LLC
EIN
38-3279069
Plan number
002
Plan type
3
Location
St. Clair, MI
Latest filing year
2023
Participants
400
End-of-year plan assets
$8,677,883

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023400H, C20241016104835NAL0052874656001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,677,883
Total liabilities (EOY)
$0
Net assets (EOY)
$8,677,883
Net assets (BOY)
$7,426,972

Income & contributions

Employer contributions
$264,347
Participant contributions
$745,674
Total contributions
$1,010,091
Total income / additions
$2,230,059

Expenses & distributions

Benefits paid
$925,280
Administrative expenses
$49,961
Total expenses
$979,148
Net increase / (decrease)
$1,250,911

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement Solutions,RECORDKEEPER$30,668$02023
M Holding Securities, Inc.INVESTMENT ADVISORY- PLAN$19,293not reported in the loaded dataset2023

Related Form 5500 pages