2023 Form 5500 filing — Organically Grown Company 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 20240916153423NAL0001686081001) for Organically Grown Company 401(K) Plan, reported by Organically Grown Company, Inc. under EIN 93-0838216 and plan number 001. It reports 360 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$18.6MReported net assets$18,587,206
Participants360
Provider compensation$57.9K3 Schedule C row(s)$57,880
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240916153423NAL0001686081001
- Plan sponsor
- Organically Grown Company, Inc.
- EIN
- 93-0838216
- Plan number
- 001
- Location
- Eugene, OR
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$18.6M total assets
Net assets$18.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $18,587,206
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,587,206
- Employer contributions
- $777,400
- Participant contributions
- $1,212,859
- Total income / additions
- $4,476,538
- Benefits paid
- $2,146,333
- Administrative expenses
- $57,880
- Total expenses
- $2,209,050
- Net increase / (decrease)
- $2,267,488
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Anderson Fisher LLC | CONSULTANT | $20,849 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $20,744 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $16,287 | not reported in the loaded dataset |