Oreck Corporation 401(k) Plan (terminated 2013): Login, Facts & Contact Information

Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2013, when $22,830 was transferred out of the plan. If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

Oreck Corporation 401(k) Plan Facts (plan year 2013)

Plan name
ORECK CORPORATION 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
ORECK CORPORATION
Participants
901
Former employees with a balance
0
Employer contributions
$149,076 in plan year 2013 (18% of all contributions)
Plan year
Jan 1, 2013 – Dec 31, 2013
Plan established
Jan 1, 1985
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2013 (Jan 1, 2013 – Dec 31, 2013), filed Oct 13, 2014. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2013

  • $849,582 went into the plan in contributions, $149,076 of it from the employer (18%).
  • $12.4 million was paid out to participants.
  • Investment and other income added $1.21 million.

How the Oreck Corporation 401(k) changed, 2009–2013

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20091,296$9.97 million$309,091$720,475
20101,053$11.3 million$280,033$1.10 million
20111,114$10.2 million$315,396$2.74 million
20121,184$10.5 million$321,867$2.20 million
2013 (final)901$0$149,076$12.4 million

Oreck Corporation 401(k) Contact Information

Phone
615-316-5822
Mailing address
565 MARRIOTT DRIVE SUITE 300, NASHVILLE TN 37214
Plan sponsor
ORECK CORPORATION
Employer identification number (EIN)
72-1381609
Plan number
001

Questions about the Oreck Corporation 401(k)

Is the Oreck Corporation 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2013.

Does Oreck Corporation contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2013 the employer contributed $149,076, 18% of all contributions.

Does the Oreck Corporation 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Oreck Corporation 401(k) plan?

901 participants at the start of plan year 2013.

Who manages the Oreck Corporation 401(k) accounts?

J.P. Morgan Retirement Link is the plan's recordkeeper, which is where participants log in to see their balance.

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