2023 Form 5500 filing — Blue Heron Farm 401k
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 20240729115352NAL0031942592001) for Blue Heron Farm 401k, reported by Blue Heron Farm LLC under EIN 81-4804794 and plan number 001. It reports 74 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240729115352NAL0031942592001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Blue Heron Farm LLC
- EIN
- 81-4804794
- Plan number
- 001
- Location
- Independence, OR
- Participants
- 74
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,725,719
- Net assets (EOY)
- $1,725,719
- Employer contributions
- $99,146
- Participant contributions
- $327,825
- Total income / additions
- $615,046
- Benefits paid
- $828,729
- Administrative expenses
- $14,542
- Total expenses
- $843,271
- Net increase / (decrease)
- -$228,225
- Schedule source
- Schedule I