Monrovia Nursery 401(K) Retirement Plan — Form 5500 plan (Monrovia Nursery Company)
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, Monrovia Nursery 401(K) Retirement Plan is a benefit plan reported by Monrovia Nursery Company under EIN 95-1550929 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,560 participants and $42,855,653 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Monrovia Nursery Company
- EIN
- 95-1550929
- Plan number
- 002
- Plan type
- 2
- Location
- Azusa, CA
- Latest filing year
- 2023
- Participants
- 1,560
- End-of-year plan assets
- $42,855,653
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,560 | H, C | 20241009141753NAL0019416577001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,855,653
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,855,653
- Net assets (BOY)
- $37,004,178
Income & contributions
- Employer contributions
- $1,618,442
- Participant contributions
- $2,626,365
- Total contributions
- $4,319,905
- Total income / additions
- $9,849,131
Expenses & distributions
- Benefits paid
- $3,875,248
- Administrative expenses
- $122,258
- Total expenses
- $3,997,656
- Net increase / (decrease)
- $5,851,475
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sageview Advisory Group, LLC | OTHER | $40,000 | not reported in the loaded dataset | 2023 |
| Frpf Llp | OTHER | $30,888 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $20,343 | not reported in the loaded dataset | 2023 |
| Miller, Kaplan, Arase Llp | AUDITOR | $13,125 | not reported in the loaded dataset | 2023 |
| Monrovia Nursery Company, Inc. | OTHER | $11,559 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $6,343 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Monrovia Nursery Company
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Azusa, CA
- Sageview Advisory Group, LLC — Schedule C compensation
- Frpf Llp — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Miller, Kaplan, Arase Llp — Schedule C compensation
- Monrovia Nursery Company, Inc. — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation