2023 Form 5500 filing — Sunridge Nurseries, Inc. 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 20241015182130NAL0017035123001) for Sunridge Nurseries, Inc. 401(K) Plan, reported by Sunridge Nurseries, Inc. under EIN 95-3127013 and plan number 001. It reports 348 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015182130NAL0017035123001
Filing year
2023
Form type
2
Plan sponsor
Sunridge Nurseries, Inc.
EIN
95-3127013
Plan number
001
Location
Bakersfield, CA
Participants
348
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$6,158,071
Total liabilities (EOY)
$0
Net assets (EOY)
$6,158,071
Employer contributions
$307,880
Participant contributions
$510,897
Total income / additions
$1,575,850
Benefits paid
$401,635
Administrative expenses
$40,002
Total expenses
$441,637
Net increase / (decrease)
$1,134,213
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Wespac Advisors, LLCNONE$27,018not reported in the loaded dataset
Wespac Plan Services, LLCNONE$11,985not reported in the loaded dataset

Related Form 5500 pages