Sperber Landscape Companies And Subsidiaries 401(K) Plan — Form 5500 plan (Sperber Landscape Companies, 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, Sperber Landscape Companies And Subsidiaries 401(K) Plan is a benefit plan reported by Sperber Landscape Companies, LLC under EIN 82-4405778 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,664 participants and $37,039,345 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sperber Landscape Companies, LLC
- EIN
- 82-4405778
- Plan number
- 001
- Plan type
- 2
- Location
- Westlake Village, CA
- Latest filing year
- 2023
- Participants
- 3,664
- End-of-year plan assets
- $37,039,345
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,664 | H, C | 20241009111718NAL0036836898001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,039,345
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,039,345
- Net assets (BOY)
- $31,267,511
Income & contributions
- Employer contributions
- $1,879,171
- Participant contributions
- $3,596,662
- Total contributions
- $7,079,622
- Total income / additions
- $12,334,405
Expenses & distributions
- Benefits paid
- $6,393,056
- Administrative expenses
- $141,725
- Total expenses
- $6,562,571
- Net increase / (decrease)
- $5,771,834
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pensionmark Financial Group LLC | INVESTMENT ADVISOR | $60,817 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $56,998 | $0 | 2023 |
| Cota Street Investment Management | INVESTMENT MGMT | $23,910 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sperber Landscape Companies, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Westlake Village, CA
- Pensionmark Financial Group LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Cota Street Investment Management — Schedule C compensation