Plan5500

Luckey Farmers, Inc. 401(K) Plan — Form 5500 plan (Luckey Farmers, Inc.)

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, Luckey Farmers, Inc. 401(K) Plan is a benefit plan reported by Luckey Farmers, Inc. under EIN 34-4292930 and plan number 003. The latest loaded filing year is 2023. The filing reports 103 participants and $9,187,034 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Luckey Farmers, Inc.
EIN
34-4292930
Plan number
003
Plan type
2
Location
Woodville, OH
Latest filing year
2023
Participants
103
End-of-year plan assets
$9,187,034

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023103H, C20241021104810NAL0002347056001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,187,034
Total liabilities (EOY)
$0
Net assets (EOY)
$9,187,034
Net assets (BOY)
$8,919,059

Income & contributions

Employer contributions
$254,773
Participant contributions
$432,360
Total contributions
$751,243
Total income / additions
$1,483,872

Expenses & distributions

Benefits paid
$1,154,618
Administrative expenses
$61,279
Total expenses
$1,215,897
Net increase / (decrease)
$267,975

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$32,368not reported in the loaded dataset2023
Venture Visionary Partners LLCNONE$27,500not reported in the loaded dataset2023

Related Form 5500 pages