Alma Plantation Profit Sharing 401(K) Plan — Form 5500 plan (Alma Plantation, LLC)

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, Alma Plantation Profit Sharing 401(K) Plan is a benefit plan reported by Alma Plantation, LLC under EIN 72-0116840 and plan number 001. The latest loaded filing year is 2023. The filing reports 168 participants and $7,824,137 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Alma Plantation, LLC
EIN
72-0116840
Plan number
001
Plan type
2
Location
Lakeland, LA
Latest filing year
2023
Participants
168
End-of-year plan assets
$7,824,137

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023168H, C20241010153441NAL0020443681001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,824,137
Total liabilities (EOY)
$1,393
Net assets (EOY)
$7,822,744
Net assets (BOY)
$6,948,964

Income & contributions

Employer contributions
$311,176
Participant contributions
$482,941
Total contributions
$794,117
Total income / additions
$1,412,376

Expenses & distributions

Benefits paid
$496,887
Administrative expenses
$41,709
Total expenses
$538,596
Net increase / (decrease)
$873,780

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bok Financial Asset Management, IncNONE$38,658not reported in the loaded dataset2023
Charles Schwab Trust BankNONE$3,051$02023

Related Form 5500 pages