U.S. Retail Flowers, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (U.S. Retail Flowers, 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, U.S. Retail Flowers, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by U.S. Retail Flowers, Inc. under EIN 25-1899415 and plan number 002. The latest loaded filing year is 2023. The filing reports 317 participants and $7,251,886 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- U.S. Retail Flowers, Inc.
- EIN
- 25-1899415
- Plan number
- 002
- Plan type
- 2
- Location
- Lebanon, PA
- Latest filing year
- 2023
- Participants
- 317
- End-of-year plan assets
- $7,251,886
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 317 | H, C | 20240928072537NAL0001821171001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,251,886
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,251,886
- Net assets (BOY)
- $6,196,964
Income & contributions
- Employer contributions
- $111,473
- Participant contributions
- $357,990
- Total contributions
- $469,463
- Total income / additions
- $1,372,757
Expenses & distributions
- Benefits paid
- $284,212
- Administrative expenses
- $30,791
- Total expenses
- $317,835
- Net increase / (decrease)
- $1,054,922
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wilmington Trust, N.A. | INVESTMENT ADVISOR | $16,176 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $14,225 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $390 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for U.S. Retail Flowers, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Lebanon, PA
- Wilmington Trust, N.A. — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation