Plan5500

The Homestead Exchange Dba Ukiah Natural Foods, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, The Homestead Exchange Dba Ukiah Natural Foods, Inc. (EIN 94-2437203) is a plan sponsor located in Ukiah, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
94-2437203
Location
Ukiah, CA
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for The Homestead Exchange Dba Ukiah Natural Foods, Inc.

  • 1 loaded plans hold $2.5M in reported assets.
  • The largest, Ukiah Natural Foods 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 92 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.5MSummed across loaded plans$2,478,759
Total reported assets$2.5M$2,478,759
Total reported participants92
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$2.5M total assets
Net assets$2.5MLiabilities—
Contributions & income
Employer contributions$54.8K
Participant contributions$78.5K
Total income / additions$454.9K
Expenses & distributions
Benefits paid / distributions$78.6K
Total expenses$94.9K
Net increase / (decrease)$360K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Ukiah Natural Foods 401(K) Plan
Participants per plan92Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Ukiah Natural Foods 401(K) Plan$2.5M
    Plan #001 · 92 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for The Homestead Exchange Dba Ukiah Natural Foods, Inc.. Open one for its full reported snapshot.

  1. 2023
    Ukiah Natural Foods 401(K) Plan92 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does The Homestead Exchange Dba Ukiah Natural Foods, Inc. report on Form 5500?
The Homestead Exchange Dba Ukiah Natural Foods, Inc. (EIN 94-2437203) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for The Homestead Exchange Dba Ukiah Natural Foods, Inc.?
The Employer Identification Number (EIN) reported for The Homestead Exchange Dba Ukiah Natural Foods, Inc. is 94-2437203.
What is the latest Form 5500 filing year for The Homestead Exchange Dba Ukiah Natural Foods, Inc.?
The latest loaded Form 5500 filing year for The Homestead Exchange Dba Ukiah Natural Foods, Inc. is 2023.

Related Form 5500 pages