Coastal Blooms Nursery 401(K) Plan — Form 5500 plan (Coastal Blooms Nursery, 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, Coastal Blooms Nursery 401(K) Plan is a benefit plan reported by Coastal Blooms Nursery, LLC under EIN 81-4828820 and plan number 001. The latest loaded filing year is 2023. The filing reports 310 participants and $2,746,641 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Coastal Blooms Nursery, LLC
EIN
81-4828820
Plan number
001
Plan type
2
Location
Carpinteria, CA
Latest filing year
2023
Participants
310
End-of-year plan assets
$2,746,641

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023310H, C20241009143134NAL0018545841001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,746,641
Net assets (EOY)
$2,746,641
Net assets (BOY)
$2,785,007

Income & contributions

Employer contributions
$3,019
Participant contributions
$224,173
Total contributions
$232,430
Total income / additions
$520,345

Expenses & distributions

Benefits paid
$542,161
Administrative expenses
$16,550
Total expenses
$558,711
Net increase / (decrease)
-$38,366

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$16,604$02023

Related Form 5500 pages