Ovs 401k Retirement Plan — Form 5500 plan (Orchard And Vineyard Supply, 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, Ovs 401k Retirement Plan is a benefit plan reported by Orchard And Vineyard Supply, LLC under EIN 81-4632490 and plan number 001. The latest loaded filing year is 2023. The filing reports 439 participants and $10,984,310 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$11MPlan net assets, end of year$10,976,790
Participants439Covered participants reported
Assets / participant$25KComputed: assets ÷ participants$25,021 (computed)
Provider compensation$46.9K2 Schedule C provider row(s)$46,914
- Plan sponsor
- Orchard And Vineyard Supply, LLC
- EIN
- 81-4632490
- Plan number
- 001
- Plan type
- 2
- Location
- Yakima, WA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 439 | H, C | 20241015170226NAL0030428737001 |
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)$11M total assets
Net assets$11MLiabilities$7.5K
Full reported line items
Net assets
- Total assets (EOY)
- $10,984,310
- Total liabilities (EOY)
- $7,520
- Net assets (EOY)
- $10,976,790
- Net assets (BOY)
- $11,411,942
Income & contributions
- Employer contributions
- $626,086
- Participant contributions
- $1,026,937
- Total contributions
- $1,830,921
- Total income / additions
- $3,725,769
Expenses & distributions
- Benefits paid
- $3,998,066
- Administrative expenses
- $97,769
- Total expenses
- $4,160,921
- Net increase / (decrease)
- -$435,152
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.
38%62%
Employer 38%Participant 62%
Total expenses ÷ net assets38%Computed ratio
Benefits paid ÷ total income107%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capital Advisors Wealth Mgmt | INVESTMENT ADVISOR | $40,563 | $0 | 2023 |
| John Hancock Life Insurance Company | NONE | $6,351 | $0 | 2023 |