San Luis Obispo County Farm Supply 401(K) Profit Sharing Plan — Form 5500 plan (San Luis Obispo County Farm Supply)
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, San Luis Obispo County Farm Supply 401(K) Profit Sharing Plan is a benefit plan reported by San Luis Obispo County Farm Supply under EIN 95-1629914 and plan number 001. The latest loaded filing year is 2023. The filing reports 177 participants and $11,030,558 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- San Luis Obispo County Farm Supply
- EIN
- 95-1629914
- Plan number
- 001
- Plan type
- 2
- Location
- San Luis Obispo, CA
- Latest filing year
- 2023
- Participants
- 177
- End-of-year plan assets
- $11,030,558
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 177 | H, C | 20240913140846NAL0005116259001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,030,558
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,030,558
- Net assets (BOY)
- $9,435,520
Income & contributions
- Employer contributions
- $210,961
- Participant contributions
- $303,381
- Total contributions
- $514,666
- Total income / additions
- $2,456,872
Expenses & distributions
- Benefits paid
- $788,260
- Administrative expenses
- $73,574
- Total expenses
- $861,834
- Net increase / (decrease)
- $1,595,038
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Digital Retirement Solutions, Inc. | NONE | $41,531 | not reported in the loaded dataset | 2023 |
| Cerity Partners | NONE | $28,473 | not reported in the loaded dataset | 2023 |
| Charles Schwab Bank | NONE | $3,570 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for San Luis Obispo County Farm Supply
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Luis Obispo, CA
- Digital Retirement Solutions, Inc. — Schedule C compensation
- Cerity Partners — Schedule C compensation
- Charles Schwab Bank — Schedule C compensation