Plan5500

Oak Ridge Care Center Inc. 401(K) Plan — Form 5500 plan (Oak Ridge Care Center, 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, Oak Ridge Care Center Inc. 401(K) Plan is a benefit plan reported by Oak Ridge Care Center, Inc. under EIN 39-1081647 and plan number 002. The latest loaded filing year is 2023. The filing reports 184 participants and $499,265 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Oak Ridge Care Center, Inc.
EIN
39-1081647
Plan number
002
Plan type
2
Location
Union Grove, WI
Latest filing year
2023
Participants
184
End-of-year plan assets
$499,265

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023184H, C20241008162211NAL0008572163001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$499,265
Total liabilities (EOY)
$0
Net assets (EOY)
$499,265
Net assets (BOY)
$217,745

Income & contributions

Employer contributions
$60,322
Participant contributions
$243,364
Total contributions
$304,397
Total income / additions
$364,026

Expenses & distributions

Benefits paid
$66,922
Administrative expenses
$15,584
Total expenses
$82,506
Net increase / (decrease)
$281,520

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CoRECORDKEEPER$9,200$02023
Peak Retirement GroupCONTRACT ADMIN$5,546$1642023
Global Retirement Partners LLCINVESTMENT ADVISOR$1,643not reported in the loaded dataset2023
Empower Adivsory Group LLCINVESTMENT MGMT$185not reported in the loaded dataset2023

Related Form 5500 pages