Oakdell Egg Farms Inc Employee Stock Ownership Plan — Form 5500 plan (Oakdell Egg Farm 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, Oakdell Egg Farms Inc Employee Stock Ownership Plan is a benefit plan reported by Oakdell Egg Farm Inc under EIN 95-2649647 and plan number 002. The latest loaded filing year is 2023. The filing reports 133 participants and $13,108,189 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oakdell Egg Farm Inc
- EIN
- 95-2649647
- Plan number
- 002
- Plan type
- 2
- Location
- Logan, UT
- Latest filing year
- 2023
- Participants
- 133
- End-of-year plan assets
- $13,108,189
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 133 | I, C | 20241011111213NAL0036754528001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $13,108,189
- Total liabilities (EOY)
- $10,792
- Net assets (EOY)
- $13,097,397
- Net assets (BOY)
- $11,011,867
Income & contributions
- Employer contributions
- $292,769
- Total income / additions
- $2,665,947
Expenses & distributions
- Benefits paid
- $465,600
- Administrative expenses
- $114,817
- Total expenses
- $580,417
- Net increase / (decrease)
- $2,085,530
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $25,508 | not reported in the loaded dataset | 2023 |