Skagit Horticulture L. L. C. 401(K) Savings Plan — Form 5500 plan (Skagit Horticulture, L.L.C.)
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, Skagit Horticulture L. L. C. 401(K) Savings Plan is a benefit plan reported by Skagit Horticulture, L.L.C. under EIN 81-3025223 and plan number 001. The latest loaded filing year is 2023. The filing reports 307 participants and $4,473,304 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Skagit Horticulture, L.L.C.
- EIN
- 81-3025223
- Plan number
- 001
- Plan type
- 2
- Location
- Mount Vernon, WA
- Latest filing year
- 2023
- Participants
- 307
- End-of-year plan assets
- $4,473,304
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 307 | H, C | 20241014135315NAL0013401139001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,473,304
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,473,304
- Net assets (BOY)
- $4,785,295
Income & contributions
- Employer contributions
- $171,146
- Participant contributions
- $352,613
- Total contributions
- $523,759
- Total income / additions
- $1,131,939
Expenses & distributions
- Benefits paid
- $1,404,860
- Administrative expenses
- $22,006
- Total expenses
- $1,443,930
- Net increase / (decrease)
- -$311,991
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Commonwealth Equity Services LLC | INVESTMENT ADVISOR | $16,000 | not reported in the loaded dataset | 2023 |
| The Paragon Alliance Group LLC | CONTRACT ADMIN | $3,587 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $2,171 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Skagit Horticulture, L.L.C.
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Mount Vernon, WA
- Commonwealth Equity Services LLC — Schedule C compensation
- The Paragon Alliance Group LLC — Schedule C compensation
- Empower Annuity Insurance Co Of Ame — Schedule C compensation