Barlean'S Organic Oils 401(K) Plan — Form 5500 plan (Barlean'S Organic Oils, 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, Barlean'S Organic Oils 401(K) Plan is a benefit plan reported by Barlean'S Organic Oils, LLC under EIN 91-2057513 and plan number 001. The latest loaded filing year is 2023. The filing reports 166 participants and $5,159,601 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Barlean'S Organic Oils, LLC
EIN
91-2057513
Plan number
001
Plan type
2
Location
Ferndale, WA
Latest filing year
2023
Participants
166
End-of-year plan assets
$5,159,601

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023166H, C20241014145920NAL0044989472001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,159,601
Total liabilities (EOY)
$0
Net assets (EOY)
$5,159,601
Net assets (BOY)
$4,263,287

Income & contributions

Employer contributions
$110,831
Participant contributions
$236,633
Total contributions
$347,464
Total income / additions
$1,099,402

Expenses & distributions

Benefits paid
$196,587
Administrative expenses
$6,501
Total expenses
$203,088
Net increase / (decrease)
$896,314

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Minnesota Life Insurance CompanyNONE$6,501$02023

Related Form 5500 pages