Oakdale Estates Inc Profit Sharing Plan — Form 5500 plan (Oakdale Estates 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, Oakdale Estates Inc Profit Sharing Plan is a benefit plan reported by Oakdale Estates Inc under EIN 39-1091709 and plan number 001. The latest loaded filing year is 2023. The filing reports 6 participants and $6,035,782 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oakdale Estates Inc
- EIN
- 39-1091709
- Plan number
- 001
- Plan type
- 2
- Location
- Sturtevant, WI
- Latest filing year
- 2023
- Participants
- 6
- End-of-year plan assets
- $6,035,782
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6 | I | 20241125161506NAL0004797489002 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $6,035,782
- Net assets (EOY)
- $6,035,782
- Net assets (BOY)
- $4,592,127
Income & contributions
- Total income / additions
- $1,616,188
Expenses & distributions
- Benefits paid
- $127,000
- Administrative expenses
- $45,533
- Total expenses
- $172,533
- Net increase / (decrease)
- $1,443,655
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.