Plan5500

Orndorff & Spaid, Inc. Profit Sharing Plan & Trust — Form 5500 plan (Orndorff & Spaid, 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, Orndorff & Spaid, Inc. Profit Sharing Plan & Trust is a benefit plan reported by Orndorff & Spaid, Inc. under EIN 52-0784590 and plan number 001. The latest loaded filing year is 2023. The filing reports 189 participants and $17,478,300 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Orndorff & Spaid, Inc.
EIN
52-0784590
Plan number
001
Plan type
2
Location
Beltsville, MD
Latest filing year
2023
Participants
189
End-of-year plan assets
$17,478,300

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023189H, C20241015104527NAL0014425523003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,478,300
Net assets (EOY)
$17,478,300
Net assets (BOY)
$15,862,177

Income & contributions

Employer contributions
$500,000
Total contributions
$500,000
Total income / additions
$2,653,337

Expenses & distributions

Benefits paid
$941,831
Administrative expenses
$95,383
Total expenses
$1,037,214
Net increase / (decrease)
$1,616,123

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Creative Planningnot reported in the loaded dataset$49,800not reported in the loaded dataset2023
Homrich Bergnot reported in the loaded dataset$26,100not reported in the loaded dataset2023
Steward Parners Inv Solutions, LLCnot reported in the loaded dataset$19,486not reported in the loaded dataset2023

Related Form 5500 pages