Orion Industries 401(K) Plan — Form 5500 plan (Orion Industries, 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 Industries 401(K) Plan is a benefit plan reported by Orion Industries, Inc. under EIN 91-0727076 and plan number 001. The latest loaded filing year is 2023. The filing reports 249 participants and $9,961,714 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Orion Industries, Inc.
EIN
91-0727076
Plan number
001
Plan type
2
Location
Auburn, WA
Latest filing year
2023
Participants
249
End-of-year plan assets
$9,961,714

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023249H, C20241010113746NAL0011423635001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,961,714
Total liabilities (EOY)
$0
Net assets (EOY)
$9,961,714
Net assets (BOY)
$8,601,457

Income & contributions

Employer contributions
$428,246
Participant contributions
$908,378
Total contributions
$1,452,169
Total income / additions
$2,931,248

Expenses & distributions

Benefits paid
$1,524,611
Administrative expenses
$46,380
Total expenses
$1,570,991
Net increase / (decrease)
$1,360,257

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$19,900$02023

Related Form 5500 pages