Ofd Foods 401(K) Plan — Form 5500 plan (Ofd Foods, LLC Dba Oregon Freeze Dr)
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, Ofd Foods 401(K) Plan is a benefit plan reported by Ofd Foods, LLC Dba Oregon Freeze Dr under EIN 43-1121507 and plan number 001. The latest loaded filing year is 2023. The filing reports 673 participants and $23,061,390 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ofd Foods, LLC Dba Oregon Freeze Dr
- EIN
- 43-1121507
- Plan number
- 001
- Plan type
- 2
- Location
- Albany, OR
- Latest filing year
- 2023
- Participants
- 673
- End-of-year plan assets
- $23,061,390
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 673 | H, C | 20241011155821NAL0012729091001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,061,390
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,061,390
- Net assets (BOY)
- $19,986,559
Income & contributions
- Employer contributions
- $452,477
- Participant contributions
- $1,371,537
- Total contributions
- $2,207,619
- Total income / additions
- $5,349,279
Expenses & distributions
- Benefits paid
- $2,214,841
- Administrative expenses
- $59,607
- Total expenses
- $2,274,448
- Net increase / (decrease)
- $3,074,831
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman, Inc. | NONE | $39,369 | not reported in the loaded dataset | 2023 |
| Kernutt Stokes | NONE | $10,789 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $7,337 | $0 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ofd Foods, LLC Dba Oregon Freeze Dr
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Albany, OR
- Milliman, Inc. — Schedule C compensation
- Kernutt Stokes — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation