One Acre Fund 401(K) Profit Sharing Plan & Trust — Form 5500 plan (One Acre Fund)

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, One Acre Fund 401(K) Profit Sharing Plan & Trust is a benefit plan reported by One Acre Fund under EIN 20-3668110 and plan number 001. The latest loaded filing year is 2023. The filing reports 123 participants and $4,426,966 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$4.4MPlan net assets, end of year$4,426,966
Participants123Covered participants reported
Assets / participant$36KComputed: assets ÷ participants$35,992 (computed)
Provider compensation$6.1K1 Schedule C provider row(s)$6,123
Plan sponsor
One Acre Fund
EIN
20-3668110
Plan number
001
Plan type
2
Location
Highland Park, IL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023123H, C20241001153445NAL0014210578001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$4.4M total assets
Net assets$4.4MLiabilities$0
Money in vs. money out
Total income / additions$1.2M
Total expenses$876.4K
Benefits paid / distributions$857.7K
Contributions
Employer$0
Participant$483.7K
Full reported line items

Net assets

Total assets (EOY)
$4,426,966
Total liabilities (EOY)
$0
Net assets (EOY)
$4,426,966
Net assets (BOY)
$4,068,743

Income & contributions

Employer contributions
$0
Participant contributions
$483,669
Total contributions
$508,432
Total income / additions
$1,234,615

Expenses & distributions

Benefits paid
$857,690
Administrative expenses
$7,184
Total expenses
$876,392
Net increase / (decrease)
$358,223
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 0%Participant 100%
Total expenses ÷ net assets20%Computed ratio
Benefits paid ÷ total income69%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Paychex, Inc.RECORDKEEPER$6,123not reported in the loaded dataset2023

Related Form 5500 pages