2023 Form 5500 filing — Ag Real Estate 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 20240904135554NAL0041244178001) for Ag Real Estate 401(K) Plan, reported by Oak River Farms LLC under EIN 84-3085975 and plan number 001. It reports 76 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.7MReported net assets$4,658,455
Participants76
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240904135554NAL0041244178001
Plan sponsor
Oak River Farms LLC
EIN
84-3085975
Plan number
001
Location
Kirkland, WA
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)$4.7M total assets
Net assets$4.7MLiabilities$0
Money in vs. money out
Total income / additions$1.4M
Total expenses$1.2M
Benefits paid / distributions$1.2M
Contributions
Employer$123.3K
Participant$215K
Full reported line items
Total assets (EOY)
$4,658,455
Total liabilities (EOY)
$0
Net assets (EOY)
$4,658,455
Employer contributions
$123,278
Participant contributions
$214,955
Total income / additions
$1,434,634
Benefits paid
$1,151,116
Administrative expenses
$50
Total expenses
$1,151,166
Net increase / (decrease)
$283,468

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240904135554NAL0041244178001 cover?
It is the 2023 Form 5500 filing for Ag Real Estate 401(K) Plan, reported by Oak River Farms LLC (EIN 84-3085975).
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