2023 Form 5500 filing — Appharvest 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 20241015080632NAL0028975937001) for Appharvest 401(K) Plan, reported by Appharvest Operations, Inc. under EIN 82-4145929 and plan number 001. It reports 583 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)$3.5MReported net assets$3,495,357
Participants583
Provider compensation$41.2K2 Schedule C row(s)$41,211
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015080632NAL0028975937001
Plan sponsor
Appharvest Operations, Inc.
EIN
82-4145929
Plan number
001
Location
Lexington, KY
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 H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$3.5M total assets
Net assets$3.5MLiabilities$0
Money in vs. money out
Total income / additions$2.2M
Total expenses$2.8M
Benefits paid / distributions$2.8M
Contributions
Employer$536.6K
Participant$976.7K
Full reported line items
Total assets (EOY)
$3,495,357
Total liabilities (EOY)
$0
Net assets (EOY)
$3,495,357
Employer contributions
$536,618
Participant contributions
$976,693
Total income / additions
$2,183,963
Benefits paid
$2,762,577
Administrative expenses
$41,211
Total expenses
$2,803,788
Net increase / (decrease)
-$619,825
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $30.7K · Indirect $0
  2. 2
    ADVISOR · Direct $10.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015080632NAL0028975937001 cover?
It is the 2023 Form 5500 filing for Appharvest 401(K) Plan, reported by Appharvest Operations, Inc. (EIN 82-4145929).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages