Summer Hill Nursery, Inc. Profit Sharing Plan — Form 5500 plan (Summer Hill Nursery, Inc.)

Plain-English plan 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, Summer Hill Nursery, Inc. Profit Sharing Plan is a benefit plan reported by Summer Hill Nursery, Inc. under EIN 06-0730116 and plan number 001. The latest loaded filing year is 2023. The filing reports 25 participants and $3,537,719 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$3.5MPlan net assets, end of year$3,537,719
Participants25Covered participants reported
Assets / participant$141.5KComputed: assets ÷ participants$141,509 (computed)
Provider compensationNone reported
Plan sponsor
Summer Hill Nursery, Inc.
EIN
06-0730116
Plan number
001
Plan type
2
Location
Madison, CT
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202325I20240731110200NAL0022116145011
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$3.5M total assets
Net assets$3.5MLiabilities
Money in vs. money out
Total income / additions$397.3K
Total expenses$115.8K
Benefits paid / distributions$97K
Contributions
Employer$100K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$3,537,719
Net assets (EOY)
$3,537,719
Net assets (BOY)
$3,256,140

Income & contributions

Employer contributions
$100,000
Total income / additions
$397,338

Expenses & distributions

Benefits paid
$97,024
Administrative expenses
$18,735
Total expenses
$115,759
Net increase / (decrease)
$281,579
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income24%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages