Burton Flower & Garden, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Bfg Supply Co., LLC)

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, Burton Flower & Garden, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Bfg Supply Co., LLC under EIN 35-2116660 and plan number 001. The latest loaded filing year is 2023. The filing reports 692 participants and $34,524,953 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bfg Supply Co., LLC
EIN
35-2116660
Plan number
001
Plan type
2
Location
Burton, OH
Latest filing year
2023
Participants
692
End-of-year plan assets
$34,524,953

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023692H, C20241009092137NAL0010471763001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$34,524,953
Total liabilities (EOY)
$193,683
Net assets (EOY)
$34,331,270
Net assets (BOY)
$27,583,318

Income & contributions

Employer contributions
$708,627
Participant contributions
$2,353,028
Total contributions
$4,802,051
Total income / additions
$9,683,177

Expenses & distributions

Benefits paid
$2,793,158
Administrative expenses
$142,067
Total expenses
$2,935,225
Net increase / (decrease)
$6,747,952

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$92,987$1,2022023
Wells Fargo Advisors, LLCNONE$48,975not reported in the loaded dataset2023

Related Form 5500 pages