Orr Investment Management, LLC Safe Harbor 401(K) — Form 5500 plan (Orr Investment Management LLC)
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, Orr Investment Management, LLC Safe Harbor 401(K) is a benefit plan reported by Orr Investment Management LLC under EIN 81-4088029 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $73,734 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Orr Investment Management LLC
- EIN
- 81-4088029
- Plan number
- 001
- Plan type
- 2
- Location
- Paris, TN
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $73,734
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240702183506NAL0003832019004 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $73,734
- Net assets (EOY)
- $73,734
- Net assets (BOY)
- $48,027
Income & contributions
- Employer contributions
- $7,306
- Participant contributions
- $7,306
- Total income / additions
- $25,787
Expenses & distributions
- Total expenses
- $80
- Net increase / (decrease)
- $25,707
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.