Devil Mountain Wholesale Nursery 401(K) Profit Sharing Plan — Form 5500 plan (Devil Mountain Wholesale Nursery)
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, Devil Mountain Wholesale Nursery 401(K) Profit Sharing Plan is a benefit plan reported by Devil Mountain Wholesale Nursery under EIN 94-3283949 and plan number 001. The latest loaded filing year is 2023. The filing reports 702 participants and $15,631,743 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Devil Mountain Wholesale Nursery
- EIN
- 94-3283949
- Plan number
- 001
- Plan type
- 2
- Location
- San Ramon, CA
- Latest filing year
- 2023
- Participants
- 702
- End-of-year plan assets
- $15,631,743
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 702 | H, C | 20240917154217NAL0003023169001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,631,743
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,631,743
- Net assets (BOY)
- $12,551,345
Income & contributions
- Employer contributions
- $487,026
- Participant contributions
- $938,434
- Total contributions
- $1,754,401
- Total income / additions
- $3,795,040
Expenses & distributions
- Benefits paid
- $629,560
- Administrative expenses
- $75,391
- Total expenses
- $714,642
- Net increase / (decrease)
- $3,080,398
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $44,694 | $0 | 2023 |
| Mariner Retirement Advisors LLC | ADVISOR | $30,697 | not reported in the loaded dataset | 2023 |