2023 Form 5500 filing — Elderoak Properties, Inc. 401(K) 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 20240523102500NAL0009895154001) for Elderoak Properties, Inc. 401(K) Plan, reported by Elderoak Properties, Inc. under EIN 20-4706426 and plan number 002. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240523102500NAL0009895154001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Elderoak Properties, Inc.
- EIN
- 20-4706426
- Plan number
- 002
- Location
- Thousand Oaks, CA
- Participants
- 4
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,432,648
- Net assets (EOY)
- $12,432,648
- Employer contributions
- $97,080
- Participant contributions
- $105,000
- Total income / additions
- $1,908,503
- Benefits paid
- $58,968
- Administrative expenses
- $2,511
- Total expenses
- $61,479
- Net increase / (decrease)
- $1,847,024
- Schedule source
- Schedule I