2023 Form 5500 filing — Rose Acre Farms Employees' 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 20240801102054NAL0049300978001) for Rose Acre Farms Employees' 401(K) Plan, reported by Rose Acre Farms, Inc. under EIN 35-1226426 and plan number 001. It reports 2,325 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240801102054NAL0049300978001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rose Acre Farms, Inc.
- EIN
- 35-1226426
- Plan number
- 001
- Location
- Seymour, IN
- Participants
- 2,325
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $86,824,878
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $86,824,878
- Employer contributions
- $1,658,145
- Participant contributions
- $3,803,433
- Total income / additions
- $19,471,266
- Benefits paid
- $3,406,452
- Administrative expenses
- $109,563
- Total expenses
- $3,564,736
- Net increase / (decrease)
- $15,906,530
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Shepherd Financial Investment | ADVISOR | $72,119 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $23,746 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $13,710 | not reported in the loaded dataset |