Ovare Group, Inc. Employee Stock Ownership Plan And Trust — 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. Employee Stock Ownership Plan And Trust is a benefit plan reported by Ovare Group, Inc. under EIN 61-1121048 and plan number 002. The latest loaded filing year is 2023. The filing reports 207 participants and $2,433,933 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)-$1.7MPlan net assets, end of year-$1,703,004
Participants207Covered participants reported
Assets / participant$11.8KComputed: assets ÷ participants$11,758 (computed)
Provider compensationNone reported
Plan sponsor
Ovare Group, Inc.
EIN
61-1121048
Plan number
002
Plan type
2
Location
Louisville, KY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023207H20250220110517NAL0005099441001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$2.4M total assets
Net assets-$1.7MLiabilities$4.1M
Money in vs. money out
Total income / additions-$6.8M
Total expenses$1M
Benefits paid / distributions$786K
Contributions
Employer$902.7K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$2,433,933
Total liabilities (EOY)
$4,136,937
Net assets (EOY)
-$1,703,004
Net assets (BOY)
$6,098,554

Income & contributions

Employer contributions
$902,675
Total contributions
$902,675
Total income / additions
-$6,787,602

Expenses & distributions

Benefits paid
$785,953
Administrative expenses
$0
Total expenses
$1,013,956
Net increase / (decrease)
-$7,801,558

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages