Mowacres Farm Ii LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Mowacres Farm Ii LLC)

Plain-English plan 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, Mowacres Farm Ii LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Mowacres Farm Ii LLC under EIN 16-1526701 and plan number 001. The latest loaded filing year is 2023. The filing reports 6 participants and $1,407,461 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.4MPlan net assets, end of year$1,407,461
Participants6Covered participants reported
Assets / participant$234.6KComputed: assets ÷ participants$234,577 (computed)
Provider compensationNone reported
Plan sponsor
Mowacres Farm Ii LLC
EIN
16-1526701
Plan number
001
Plan type
2
Location
Le Roy, NY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20236I20240716134149NAL0005253344001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$1.4M total assets
Net assets$1.4MLiabilities
Money in vs. money out
Total income / additions$118.4K
Total expenses$39.4K
Benefits paid / distributionsNot reported
Contributions
Employer$13.9K
Participant$13.9K
Full reported line items

Net assets

Total assets (EOY)
$1,407,461
Net assets (EOY)
$1,407,461
Net assets (BOY)
$1,328,485

Income & contributions

Employer contributions
$13,875
Participant contributions
$13,875
Total income / additions
$118,418

Expenses & distributions

Administrative expenses
$19,917
Total expenses
$39,442
Net increase / (decrease)
$78,976
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 50%Participant 50%
Total expenses ÷ net assets3%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages