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, Summerwinds 401(K) Plan is a benefit plan reported by Summerwinds Garden Centers, Inc. under EIN 82-0500954 and plan number 001. The latest loaded filing year is 2023. The filing reports 204 participants and $10,888,022 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,888,022
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,888,022
- Net assets (BOY)
- $9,153,746
Income & contributions
- Employer contributions
- $214,240
- Participant contributions
- $515,490
- Total contributions
- $729,730
- Total income / additions
- $2,051,775
Expenses & distributions
- Benefits paid
- $262,357
- Administrative expenses
- $55,142
- Total expenses
- $317,499
- Net increase / (decrease)
- $1,734,276