2023 Form 5500 filing — Underwood Brothers, Inc Dba Aaa Landscape 401(K) Profit Sharing 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 20240812094000NAL0020500098001) for Underwood Brothers, Inc Dba Aaa Landscape 401(K) Profit Sharing Plan, reported by Underwood Brothers, Inc. Dba Aaa Landscape under EIN 86-0396095 and plan number 002. It reports 414 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240812094000NAL0020500098001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Underwood Brothers, Inc. Dba Aaa Landscape
- EIN
- 86-0396095
- Plan number
- 002
- Location
- Phoenix, AZ
- Participants
- 414
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,191,090
- Net assets (EOY)
- $3,191,090
- Employer contributions
- $24,646
- Participant contributions
- $157,202
- Total income / additions
- $560,317
- Benefits paid
- $153,140
- Administrative expenses
- $43,455
- Total expenses
- $206,794
- Net increase / (decrease)
- $353,523
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwestern Mut Inv Svc | INVESTMENT ADVISOR | $8,750 | $0 |
| Sunwest Pensions | TPA | $1,213 | $0 |
| John Hancock Life Ins Co (U.S.A.) | RECORDKEEPER | $934 | $0 |