2023 Form 5500 filing — Ukiah Natural Foods 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240726182133NAL0016577185001) for Ukiah Natural Foods 401(K) Plan, reported by The Homestead Exchange Dba Ukiah Natural Foods, Inc. under EIN 94-2437203 and plan number 001. It reports 92 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.5MReported net assets$2,478,759
Participants92
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240726182133NAL0016577185001
Plan sponsor
The Homestead Exchange Dba Ukiah Natural Foods, Inc.
EIN
94-2437203
Plan number
001
Location
Ukiah, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2.5M total assets
Net assets$2.5MLiabilities
Money in vs. money out
Total income / additions$454.9K
Total expenses$94.9K
Benefits paid / distributions$78.6K
Contributions
Employer$54.8K
Participant$78.5K
Full reported line items
Total assets (EOY)
$2,478,759
Net assets (EOY)
$2,478,759
Employer contributions
$54,773
Participant contributions
$78,513
Total income / additions
$454,858
Benefits paid
$78,606
Administrative expenses
$1,721
Total expenses
$94,853
Net increase / (decrease)
$360,005

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240726182133NAL0016577185001 cover?
It is the 2023 Form 5500 filing for Ukiah Natural Foods 401(K) Plan, reported by The Homestead Exchange Dba Ukiah Natural Foods, Inc. (EIN 94-2437203).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages