Sunridge Nurseries, Inc. 401(K) Plan — Form 5500 plan (Sunridge Nurseries, 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, Sunridge Nurseries, Inc. 401(K) Plan is a benefit plan reported by Sunridge Nurseries, Inc. under EIN 95-3127013 and plan number 001. The latest loaded filing year is 2023. The filing reports 348 participants and $6,158,071 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sunridge Nurseries, Inc.
EIN
95-3127013
Plan number
001
Plan type
2
Location
Bakersfield, CA
Latest filing year
2023
Participants
348
End-of-year plan assets
$6,158,071

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023348H, C20241015182130NAL0017035123001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,158,071
Total liabilities (EOY)
$0
Net assets (EOY)
$6,158,071
Net assets (BOY)
$5,023,858

Income & contributions

Employer contributions
$307,880
Participant contributions
$510,897
Total contributions
$818,777
Total income / additions
$1,575,850

Expenses & distributions

Benefits paid
$401,635
Administrative expenses
$40,002
Total expenses
$441,637
Net increase / (decrease)
$1,134,213

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wespac Advisors, LLCNONE$27,018not reported in the loaded dataset2023
Wespac Plan Services, LLCNONE$11,985not reported in the loaded dataset2023

Related Form 5500 pages