Plantel Nurseries, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Plantel Nurseries, 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, Plantel Nurseries, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Plantel Nurseries, Inc. under EIN 77-0133598 and plan number 001. The latest loaded filing year is 2023. The filing reports 260 participants and $11,471,356 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Plantel Nurseries, Inc.
EIN
77-0133598
Plan number
001
Plan type
2
Location
Santa Maria, CA
Latest filing year
2023
Participants
260
End-of-year plan assets
$11,471,356

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023260H, C20241010151802NAL0020411521003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,471,356
Net assets (EOY)
$11,471,356
Net assets (BOY)
$9,552,449

Income & contributions

Employer contributions
$399,903
Participant contributions
$702,529
Total contributions
$1,107,893
Total income / additions
$2,529,578

Expenses & distributions

Benefits paid
$609,492
Administrative expenses
$1,179
Total expenses
$610,671
Net increase / (decrease)
$1,918,907

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
American United Life Insurance CoNONE$4,659$40,3382023
Nfp Retirement IncNONE$0$25,5632023

Related Form 5500 pages