The Desert Botanical Garden, Inc. 401(K) Plan — Form 5500 plan (The Desert Botanical Garden, 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, The Desert Botanical Garden, Inc. 401(K) Plan is a benefit plan reported by The Desert Botanical Garden, Inc. under EIN 86-0136925 and plan number 001. The latest loaded filing year is 2023. The filing reports 201 participants and $13,342,709 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Desert Botanical Garden, Inc.
- EIN
- 86-0136925
- Plan number
- 001
- Plan type
- 2
- Location
- Phoenix, AZ
- Latest filing year
- 2023
- Participants
- 201
- End-of-year plan assets
- $13,342,709
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 201 | H, C | 20240918112816NAL0009398786001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,342,709
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,342,709
- Net assets (BOY)
- $11,191,497
Income & contributions
- Employer contributions
- $421,191
- Participant contributions
- $707,780
- Total contributions
- $1,145,852
- Total income / additions
- $3,148,901
Expenses & distributions
- Benefits paid
- $976,650
- Administrative expenses
- $21,000
- Total expenses
- $997,689
- Net increase / (decrease)
- $2,151,212
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tri-Ad Actuaries, Inc. | NONE | $21,000 | $0 | 2023 |
| Charles Schwab Trust Company | NONE | $0 | $0 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Desert Botanical Garden, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Phoenix, AZ
- Tri-Ad Actuaries, Inc. — Schedule C compensation
- Charles Schwab Trust Company — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation