Kraemer'S Nursery, Inc. 401(K) Retirement Plan — Form 5500 plan (Kraemer'S Nursery, 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, Kraemer'S Nursery, Inc. 401(K) Retirement Plan is a benefit plan reported by Kraemer'S Nursery, Inc. under EIN 93-0752928 and plan number 002. The latest loaded filing year is 2023. The filing reports 209 participants and $7,425,618 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kraemer'S Nursery, Inc.
- EIN
- 93-0752928
- Plan number
- 002
- Plan type
- 2
- Location
- Mt. Angel, OR
- Latest filing year
- 2023
- Participants
- 209
- End-of-year plan assets
- $7,425,618
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 209 | H, C | 20241010203105NAL0020848545001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,425,618
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,425,618
- Net assets (BOY)
- $6,609,884
Income & contributions
- Employer contributions
- $291,886
- Participant contributions
- $604,725
- Total contributions
- $1,081,555
- Total income / additions
- $1,765,324
Expenses & distributions
- Benefits paid
- $912,496
- Administrative expenses
- $37,094
- Total expenses
- $949,590
- Net increase / (decrease)
- $815,734
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ameriprise Financial Services Inc | INVESTMENT ADVISOR | $16,935 | not reported in the loaded dataset | 2023 |
| Pension Plan Specialists, Pc | TPA | $7,150 | $3,367 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $2,090 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kraemer'S Nursery, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Mt. Angel, OR
- Ameriprise Financial Services Inc — Schedule C compensation
- Pension Plan Specialists, Pc — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation