Underwood Brothers, Inc Dba Aaa Landscape 401(K) Profit Sharing Plan — Form 5500 plan (Underwood Brothers, Inc. Dba Aaa Landscape)
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, Underwood Brothers, Inc Dba Aaa Landscape 401(K) Profit Sharing Plan is a benefit plan reported by Underwood Brothers, Inc. Dba Aaa Landscape under EIN 86-0396095 and plan number 002. The latest loaded filing year is 2023. The filing reports 414 participants and $3,191,090 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Underwood Brothers, Inc. Dba Aaa Landscape
- EIN
- 86-0396095
- Plan number
- 002
- Plan type
- 2
- Location
- Phoenix, AZ
- Latest filing year
- 2023
- Participants
- 414
- End-of-year plan assets
- $3,191,090
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 414 | H, C | 20240812094000NAL0020500098001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,191,090
- Net assets (EOY)
- $3,191,090
- Net assets (BOY)
- $2,837,567
Income & contributions
- Employer contributions
- $24,646
- Participant contributions
- $157,202
- Total contributions
- $181,848
- Total income / additions
- $560,317
Expenses & distributions
- Benefits paid
- $153,140
- Administrative expenses
- $43,455
- Total expenses
- $206,794
- Net increase / (decrease)
- $353,523
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northwestern Mut Inv Svc | INVESTMENT ADVISOR | $8,750 | $0 | 2023 |
| Sunwest Pensions | TPA | $1,213 | $0 | 2023 |
| John Hancock Life Ins Co (U.S.A.) | RECORDKEEPER | $934 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Underwood Brothers, Inc. Dba Aaa Landscape
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Phoenix, AZ
- Northwestern Mut Inv Svc — Schedule C compensation
- Sunwest Pensions — Schedule C compensation
- John Hancock Life Ins Co (U.S.A.) — Schedule C compensation