Overview, INC. 403(b) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Overview, INC.
  • Sponsor EIN: 581260205
  • Sponsor Address: P.O. BOX 693, MILLEDGEVILLE, GA, 310590693
  • Plan Type: 403(b)
  • Plan Number: 001
  • Total Participants: 8
  • Total Assets: $104,025

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: Yes
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20258$104,025$0$0
20248$85,667$11,481$13,942
20238$61,396$11,130$12,876
20226$33,286$0$0
20218$20,254$0$0

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