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, Orcutt Winslow 401(K) Savings & Retirement Plan is a benefit plan reported by Orcutt Winslow, Lllp under EIN 86-0271027 and plan number 001. The latest loaded filing year is 2023. The filing reports 210 participants and $21,787,419 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,787,419
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,787,419
- Net assets (BOY)
- $18,742,595
Income & contributions
- Employer contributions
- $538,288
- Participant contributions
- $1,387,072
- Total contributions
- $2,000,442
- Total income / additions
- $5,675,939
Expenses & distributions
- Benefits paid
- $2,575,996
- Administrative expenses
- $55,119
- Total expenses
- $2,631,115
- Net increase / (decrease)
- $3,044,824