Orison Holdings, LLC 401(K) Plan — Form 5500 plan (Orison Holdings, 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, Orison Holdings, LLC 401(K) Plan is a benefit plan reported by Orison Holdings, LLC under EIN 90-0885773 and plan number 001. The latest loaded filing year is 2023. The filing reports 85 participants and $1,931,805 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Orison Holdings, LLC
- EIN
- 90-0885773
- Plan number
- 001
- Plan type
- 2
- Location
- Denton, TX
- Latest filing year
- 2023
- Participants
- 85
- End-of-year plan assets
- $1,931,805
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 85 | I | 20241004142210NAL0023928018001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,931,805
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,931,805
- Net assets (BOY)
- $1,557,502
Income & contributions
- Employer contributions
- $127,265
- Participant contributions
- $234,046
- Total income / additions
- $678,896
Expenses & distributions
- Benefits paid
- $288,756
- Administrative expenses
- $15,837
- Total expenses
- $304,593
- Net increase / (decrease)
- $374,303
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.