2023 Form 5500 filing — Oakdell Egg Farms Inc Employee Stock Ownership 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 20241011111213NAL0036754528001) for Oakdell Egg Farms Inc Employee Stock Ownership Plan, reported by Oakdell Egg Farm Inc under EIN 95-2649647 and plan number 002. It reports 133 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011111213NAL0036754528001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oakdell Egg Farm Inc
- EIN
- 95-2649647
- Plan number
- 002
- Location
- Logan, UT
- Participants
- 133
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,108,189
- Total liabilities (EOY)
- $10,792
- Net assets (EOY)
- $13,097,397
- Employer contributions
- $292,769
- Total income / additions
- $2,665,947
- Benefits paid
- $465,600
- Administrative expenses
- $114,817
- Total expenses
- $580,417
- Net increase / (decrease)
- $2,085,530
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $25,508 | not reported in the loaded dataset |