OAK SPRING GARDEN, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan OAK SPRING GARDEN, LLC 403(B) PLAN
| Measure | Date | Value |
|---|
| 2021: OAK SPRING GARDEN, LLC 403(B) PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 64 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 53 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 13 |
| Total of all active and inactive participants | 2021-01-01 | 66 |
| Total participants | 2021-01-01 | 66 |
| Number of participants with account balances | 2021-01-01 | 66 |
| 2020: OAK SPRING GARDEN, LLC 403(B) PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 60 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 48 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 16 |
| Total of all active and inactive participants | 2020-01-01 | 64 |
| Total participants | 2020-01-01 | 64 |
| Number of participants with account balances | 2020-01-01 | 64 |
| Measure | Date | Value |
|---|
| 2021 : OAK SPRING GARDEN, LLC 403(B) PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $1,117,109 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $357,685 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $356,455 |
| Total plan assets at end of year | 2021-12-31 | $7,472,049 |
| Total plan assets at beginning of year | 2021-12-31 | $6,712,625 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $237,968 |
| Other income received | 2021-12-31 | $811,562 |
| Net income (gross income less expenses) | 2021-12-31 | $759,424 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $7,472,049 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $6,712,625 |
| Assets. Value of participant loans | 2021-12-31 | $56,172 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $67,579 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $1,230 |
| 2020 : OAK SPRING GARDEN, LLC 403(B) PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $1,144,345 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $171,903 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $170,663 |
| Total plan assets at end of year | 2020-12-31 | $6,712,625 |
| Total plan assets at beginning of year | 2020-12-31 | $5,740,183 |
| Value of fidelity bond covering the plan | 2020-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $244,392 |
| Other income received | 2020-12-31 | $836,006 |
| Net income (gross income less expenses) | 2020-12-31 | $972,442 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $6,712,625 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $5,740,183 |
| Assets. Value of participant loans | 2020-12-31 | $86,234 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $63,947 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $1,240 |
| 2021: OAK SPRING GARDEN, LLC 403(B) PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: OAK SPRING GARDEN, LLC 403(B) PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
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