Plan5500

Orion South, Inc. Profit Sharing Plan And Trust — Form 5500 plan (Orion South, 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, Orion South, Inc. Profit Sharing Plan And Trust is a benefit plan reported by Orion South, Inc. under EIN 72-0485984 and plan number 002. The latest loaded filing year is 2023. The filing reports 402 participants and $19,522,899 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Orion South, Inc.
EIN
72-0485984
Plan number
002
Plan type
2
Location
New Orleans, LA
Latest filing year
2023
Participants
402
End-of-year plan assets
$19,522,899

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023402H, C20241002140719NAL0004064979001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,522,899
Total liabilities (EOY)
$0
Net assets (EOY)
$19,522,899
Net assets (BOY)
$22,297,664

Income & contributions

Employer contributions
$260,109
Participant contributions
$737,436
Total contributions
$1,023,396
Total income / additions
$4,762,080

Expenses & distributions

Benefits paid
$7,475,847
Administrative expenses
$60,998
Total expenses
$7,536,845
Net increase / (decrease)
-$2,774,765

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Hancock Whitney BankADVISOR$38,039not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$22,959$02023

Related Form 5500 pages