2023 Form 5500 filing — Gertens Family Of Businesses Retirement Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240731100944NAL0012587267001) for Gertens Family Of Businesses Retirement Plan, reported by Gerten Greenhouses & Garden Center, Inc. under EIN 41-1387373 and plan number 001. It reports 350 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240731100944NAL0012587267001
Filing year
2023
Form type
2
Plan sponsor
Gerten Greenhouses & Garden Center, Inc.
EIN
41-1387373
Plan number
001
Location
Inver Grove Heights, MN
Participants
350
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$37,941,297
Total liabilities (EOY)
$0
Net assets (EOY)
$37,941,297
Employer contributions
$1,200,698
Participant contributions
$1,273,147
Total income / additions
$9,316,110
Benefits paid
$791,608
Administrative expenses
$82,225
Total expenses
$907,968
Net increase / (decrease)
$8,408,142
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Minnesota Life Insurance CompanyNONE$14,434$0

Related Form 5500 pages