2023 Form 5500 filing — Four Oaks Enterprise Retirement 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 20250414134601NAL0000801459001) for Four Oaks Enterprise Retirement Plan, reported by Four Oaks Family And Children Services under EIN 42-0998726 and plan number 001. It reports 1,029 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)$21.4MReported net assets$21,400,940
Participants1K1,029
Provider compensation$68.4K3 Schedule C row(s)$68,419
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250414134601NAL0000801459001
Plan sponsor
Four Oaks Family And Children Services
EIN
42-0998726
Plan number
001
Location
Cedar Rapids, IA
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)$21.4M total assets
Net assets$21.4MLiabilities$0
Money in vs. money out
Total income / additions$4.9M
Total expenses$2M
Benefits paid / distributions$2M
Contributions
Employer$473.9K
Participant$1.6M
Full reported line items
Total assets (EOY)
$21,400,940
Total liabilities (EOY)
$0
Net assets (EOY)
$21,400,940
Employer contributions
$473,934
Participant contributions
$1,617,896
Total income / additions
$4,895,278
Benefits paid
$2,028,038
Administrative expenses
$21,286
Total expenses
$2,049,324
Net increase / (decrease)
$2,845,954
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISORY · Direct $0 · Indirect $47.1K
  2. 2
    CONTRACT ADMINISTRATOR · Direct $21.3K · Indirect $0
  3. 3
    INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250414134601NAL0000801459001 cover?
It is the 2023 Form 5500 filing for Four Oaks Enterprise Retirement Plan, reported by Four Oaks Family And Children Services (EIN 42-0998726).
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