2023 Form 5500 filing — Burton Flower & Garden, Inc. 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 20241009092137NAL0010471763001) for Burton Flower & Garden, Inc. 401(K) Profit Sharing Plan, reported by Bfg Supply Co., LLC under EIN 35-2116660 and plan number 001. It reports 692 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009092137NAL0010471763001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bfg Supply Co., LLC
- EIN
- 35-2116660
- Plan number
- 001
- Location
- Burton, OH
- Participants
- 692
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,524,953
- Total liabilities (EOY)
- $193,683
- Net assets (EOY)
- $34,331,270
- Employer contributions
- $708,627
- Participant contributions
- $2,353,028
- Total income / additions
- $9,683,177
- Benefits paid
- $2,793,158
- Administrative expenses
- $142,067
- Total expenses
- $2,935,225
- Net increase / (decrease)
- $6,747,952
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $92,987 | $1,202 |
| Wells Fargo Advisors, LLC | NONE | $48,975 | not reported in the loaded dataset |