Ovare Group Inc. 401(K) Plan — Form 5500 plan (Ovare 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, Ovare Group Inc. 401(K) Plan is a benefit plan reported by Ovare Group Inc. under EIN 61-1121048 and plan number 001. The latest loaded filing year is 2023. The filing reports 253 participants and $8,700,243 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ovare Group Inc.
- EIN
- 61-1121048
- Plan number
- 001
- Plan type
- 2
- Location
- Louisville, KY
- Latest filing year
- 2023
- Participants
- 253
- End-of-year plan assets
- $8,700,243
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 253 | H, C | 20241015153721NAL0058483170001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,700,243
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,700,243
- Net assets (BOY)
- $9,122,842
Income & contributions
- Employer contributions
- $19,328
- Participant contributions
- $817,475
- Total contributions
- $1,831,040
- Total income / additions
- $3,374,329
Expenses & distributions
- Benefits paid
- $3,614,404
- Administrative expenses
- $58,478
- Total expenses
- $3,672,882
- Net increase / (decrease)
- -$298,553
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $56,679 | $0 | 2023 |
| Robert W Baird & Co Inc | CONSULTANT | $0 | $36,141 | 2023 |