Blue Heron Farm 401k — Form 5500 plan (Blue Heron Farm 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, Blue Heron Farm 401k is a benefit plan reported by Blue Heron Farm LLC under EIN 81-4804794 and plan number 001. The latest loaded filing year is 2023. The filing reports 74 participants and $1,725,719 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Blue Heron Farm LLC
- EIN
- 81-4804794
- Plan number
- 001
- Plan type
- 2
- Location
- Independence, OR
- Latest filing year
- 2023
- Participants
- 74
- End-of-year plan assets
- $1,725,719
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 74 | I | 20240729115352NAL0031942592001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,725,719
- Net assets (EOY)
- $1,725,719
- Net assets (BOY)
- $1,953,944
Income & contributions
- Employer contributions
- $99,146
- Participant contributions
- $327,825
- Total income / additions
- $615,046
Expenses & distributions
- Benefits paid
- $828,729
- Administrative expenses
- $14,542
- Total expenses
- $843,271
- Net increase / (decrease)
- -$228,225
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.