Orchard-Rite Ltd Inc 401(K) Plan — Form 5500 plan (Orchard-Rite Ltd 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, Orchard-Rite Ltd Inc 401(K) Plan is a benefit plan reported by Orchard-Rite Ltd Inc. under EIN 91-1020209 and plan number 002. The latest loaded filing year is 2023. The filing reports 233 participants and $2,915,723 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Orchard-Rite Ltd Inc.
- EIN
- 91-1020209
- Plan number
- 002
- Plan type
- 2
- Location
- Union Gap, WA
- Latest filing year
- 2023
- Participants
- 233
- End-of-year plan assets
- $2,915,723
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 233 | H, C | 20250210183455NAL0018111441001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,915,723
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,915,723
- Net assets (BOY)
- $2,161,111
Income & contributions
- Employer contributions
- $338,574
- Participant contributions
- $401,690
- Total contributions
- $743,643
- Total income / additions
- $1,035,612
Expenses & distributions
- Benefits paid
- $274,670
- Administrative expenses
- $6,330
- Total expenses
- $281,000
- Net increase / (decrease)
- $754,612
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $6,330 | $0 | 2023 |