How big is The Overby Group, Inc.'s plan?

The Overby Group, Inc.'s plan reported $1.2M in assets and 4 participants for 2024.

Original filing (PDF)20250718092623NAL0002249888001

The Overby Group, Inc.

Name: The Overby Group, Inc. — The Overby Group, Inc., Form 5500 (2024)
Creator: The Overby Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Overby Group, Inc. 401(k) Retirement Plan

401(k) retirement plan · The Overby Group, Inc.'s The Overby Group, Inc. 401(k) Retirement Plan held $1.2M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Douglas J. Overby signed The Overby Group, Inc.'s 2024 Form 5500 as plan administrator.

Douglas J. Overby — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Overby Group, Inc.'s EIN is 20-2485851.

EIN 20-2485851

Plan number 001

Plan year 2024

ACK ID 20250718092623NAL0002249888001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Overby Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Overby Group, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE OVERBY GROUP, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score