Oglethorpe, Inc. 401(K) Plan — Form 5500 plan (Oglethorpe, 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, Oglethorpe, Inc. 401(K) Plan is a benefit plan reported by Oglethorpe, Inc. under EIN 59-3586063 and plan number 001. The latest loaded filing year is 2023. The filing reports 575 participants and $5,146,851 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oglethorpe, Inc.
- EIN
- 59-3586063
- Plan number
- 001
- Plan type
- 2
- Location
- Brooksville, FL
- Latest filing year
- 2023
- Participants
- 575
- End-of-year plan assets
- $5,146,851
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 575 | H, C | 20240919142117NAL0006275137001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,146,851
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,146,851
- Net assets (BOY)
- $4,658,168
Income & contributions
- Employer contributions
- $140,902
- Participant contributions
- $388,401
- Total contributions
- $576,604
- Total income / additions
- $1,413,940
Expenses & distributions
- Benefits paid
- $839,082
- Administrative expenses
- $76,068
- Total expenses
- $925,257
- Net increase / (decrease)
- $488,683
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $31,724 | $0 | 2023 |
| Harrell, Stine & Associates LLC | AUDITOR | $22,500 | not reported in the loaded dataset | 2023 |
| Ubs Financial Services | INVESTMENT ADVISOR | $13,854 | not reported in the loaded dataset | 2023 |
| Retirement Solutions Specialists | TPA | $8,113 | $2,321 | 2023 |
| Empower Advisory Group | INVESTMENT MGMT | $859 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Oglethorpe, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Brooksville, FL
- Empower Annuity Insurance Company O — Schedule C compensation
- Harrell, Stine & Associates LLC — Schedule C compensation
- Ubs Financial Services — Schedule C compensation
- Retirement Solutions Specialists — Schedule C compensation
- Empower Advisory Group — Schedule C compensation