2023 Form 5500 filing — Oak Lodge, LLC Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240520140557NAL0001423457001) for Oak Lodge, LLC Profit Sharing Plan, reported by Oak Lodge, LLC under EIN 20-5943991 and plan number 001. It reports 10 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240520140557NAL0001423457001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oak Lodge, LLC
- EIN
- 20-5943991
- Plan number
- 001
- Location
- Fairlawn, OH
- Participants
- 10
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,268,903
- Net assets (EOY)
- $1,268,903
- Employer contributions
- $45,600
- Total income / additions
- $343,920
- Benefits paid
- $10,599
- Administrative expenses
- $100
- Total expenses
- $11,270
- Net increase / (decrease)
- $332,650
- Schedule source
- Schedule I