2023 Form 5500 filing — Oakridge Homes Ii, Ltd. Retirement Savings 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 20241011162540NAL0023220385001) for Oakridge Homes Ii, Ltd. Retirement Savings Plan, reported by Oakridge Homes Ii, Ltd. under EIN 91-1929461 and plan number 001. It reports 8 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$21.6MReported net assets$21,634,610
Participants8
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241011162540NAL0023220385001
Plan sponsor
Oakridge Homes Ii, Ltd.
EIN
91-1929461
Plan number
001
Location
Gig Harbour, 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)$21.6M total assets
Net assets$21.6MLiabilities$0
Money in vs. money out
Total income / additions-$294.5K
Total expenses$0
Benefits paid / distributionsNot reported
Contributions
Employer$70.5K
Participant$0
Full reported line items
Total assets (EOY)
$21,634,610
Total liabilities (EOY)
$0
Net assets (EOY)
$21,634,610
Employer contributions
$70,465
Participant contributions
$0
Total income / additions
-$294,540
Total expenses
$0
Net increase / (decrease)
-$294,540

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011162540NAL0023220385001 cover?
It is the 2023 Form 5500 filing for Oakridge Homes Ii, Ltd. Retirement Savings Plan, reported by Oakridge Homes Ii, Ltd. (EIN 91-1929461).
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