2023 Form 5500 filing — Ofd 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 20241011155821NAL0012729091001) for Ofd Foods 401(K) Plan, reported by Ofd Foods, LLC Dba Oregon Freeze Dr under EIN 43-1121507 and plan number 001. It reports 673 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011155821NAL0012729091001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ofd Foods, LLC Dba Oregon Freeze Dr
- EIN
- 43-1121507
- Plan number
- 001
- Location
- Albany, OR
- Participants
- 673
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,061,390
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,061,390
- Employer contributions
- $452,477
- Participant contributions
- $1,371,537
- Total income / additions
- $5,349,279
- Benefits paid
- $2,214,841
- Administrative expenses
- $59,607
- Total expenses
- $2,274,448
- Net increase / (decrease)
- $3,074,831
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman, Inc. | NONE | $39,369 | not reported in the loaded dataset |
| Kernutt Stokes | NONE | $10,789 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $7,337 | $0 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |