Rose Acre Farms Employees' 401(K) Plan — Form 5500 plan (Rose Acre Farms, 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, Rose Acre Farms Employees' 401(K) Plan is a benefit plan reported by Rose Acre Farms, Inc. under EIN 35-1226426 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,325 participants and $86,824,878 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rose Acre Farms, Inc.
- EIN
- 35-1226426
- Plan number
- 001
- Plan type
- 2
- Location
- Seymour, IN
- Latest filing year
- 2023
- Participants
- 2,325
- End-of-year plan assets
- $86,824,878
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,325 | H, C | 20240801102054NAL0049300978001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $86,824,878
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $86,824,878
- Net assets (BOY)
- $70,918,348
Income & contributions
- Employer contributions
- $1,658,145
- Participant contributions
- $3,803,433
- Total contributions
- $5,883,810
- Total income / additions
- $19,471,266
Expenses & distributions
- Benefits paid
- $3,406,452
- Administrative expenses
- $109,563
- Total expenses
- $3,564,736
- Net increase / (decrease)
- $15,906,530
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Shepherd Financial Investment | ADVISOR | $72,119 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $23,746 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $13,710 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rose Acre Farms, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Seymour, IN
- Shepherd Financial Investment — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation