Mulhall'S Nursery, Inc. 401(K) Plan — Form 5500 plan (Mulhalls 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, Mulhall'S Nursery, Inc. 401(K) Plan is a benefit plan reported by Mulhalls Nursery, Inc. under EIN 47-0659380 and plan number 001. The latest loaded filing year is 2023. The filing reports 164 participants and $7,174,917 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mulhalls Nursery, Inc.
EIN
47-0659380
Plan number
001
Plan type
2
Location
Omaha, NE
Latest filing year
2023
Participants
164
End-of-year plan assets
$7,174,917

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023164H, C20241008113518NAL0016537073001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,174,917
Total liabilities (EOY)
$0
Net assets (EOY)
$7,174,917
Net assets (BOY)
$5,915,886

Income & contributions

Employer contributions
$127,766
Participant contributions
$274,026
Total contributions
$406,171
Total income / additions
$1,929,521

Expenses & distributions

Benefits paid
$641,418
Administrative expenses
$16,820
Total expenses
$670,490
Net increase / (decrease)
$1,259,031

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lutz And Company, PcACCOUNTING$13,000not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$3,820$02023

Related Form 5500 pages