The Ogeechee Group, Inc. 401 K Plan — Form 5500 plan (The Ogeechee Group, 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, The Ogeechee Group, Inc. 401 K Plan is a benefit plan reported by The Ogeechee Group, Inc. under EIN 58-2498918 and plan number 001. The latest loaded filing year is 2023. The filing reports 780 participants and $16,783,950 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Ogeechee Group, Inc.
- EIN
- 58-2498918
- Plan number
- 001
- Plan type
- 3
- Location
- Savannah, GA
- Latest filing year
- 2023
- Participants
- 780
- End-of-year plan assets
- $16,783,950
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 780 | H, C | 20240910090319NAL0003378803001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,783,950
- Total liabilities (EOY)
- $92,839
- Net assets (EOY)
- $16,691,111
- Net assets (BOY)
- $12,733,061
Income & contributions
- Employer contributions
- $302,604
- Participant contributions
- $1,618,618
- Total contributions
- $2,047,836
- Total income / additions
- $4,899,282
Expenses & distributions
- Benefits paid
- $911,161
- Administrative expenses
- $17,837
- Total expenses
- $941,232
- Net increase / (decrease)
- $3,958,050
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $15,381 | $0 | 2023 |
| Nwrpc LLC | CONTRACT ADMIN | $2,125 | $4,876 | 2023 |
| Ascensus Inc | OTHER | $0 | $2,166 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGR | $331 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Ogeechee Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Savannah, GA
- Empower Annuity Ins Co Of America — Schedule C compensation
- Nwrpc LLC — Schedule C compensation
- Ascensus Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation