The Tree Fort, Inc 401(K) Plan — Form 5500 plan (The Tree Fort, 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, The Tree Fort, Inc 401(K) Plan is a benefit plan reported by The Tree Fort, Inc under EIN 82-4275898 and plan number 001. The latest loaded filing year is 2023. The filing reports 32 participants and $2,997,002 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Tree Fort, Inc
- EIN
- 82-4275898
- Plan number
- 001
- Plan type
- 2
- Location
- Newberg, OR
- Latest filing year
- 2023
- Participants
- 32
- End-of-year plan assets
- $2,997,002
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 32 | I | 20241014185154NAL0013758179001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,997,002
- Net assets (EOY)
- $2,997,002
- Net assets (BOY)
- $2,972,730
Income & contributions
- Employer contributions
- $11,789
- Participant contributions
- $63,031
- Total income / additions
- $24,275
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $3
- Net increase / (decrease)
- $24,272
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.