2023 Form 5500 filing — Summerwinds 401(K) 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 20240731114744NAL0036437504001) for Summerwinds 401(K) Plan, reported by Summerwinds Garden Centers, Inc. under EIN 82-0500954 and plan number 001. It reports 204 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731114744NAL0036437504001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Summerwinds Garden Centers, Inc.
- EIN
- 82-0500954
- Plan number
- 001
- Location
- Boise, ID
- Participants
- 204
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,888,022
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,888,022
- Employer contributions
- $214,240
- Participant contributions
- $515,490
- Total income / additions
- $2,051,775
- Benefits paid
- $262,357
- Administrative expenses
- $55,142
- Total expenses
- $317,499
- Net increase / (decrease)
- $1,734,276
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $26,549 | $3,237 |
| Arbor Point Advisors LLC | NONE | $28,586 | not reported in the loaded dataset |