2023 Form 5500 filing — Len Busch Roses 401(K) Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240716140822NAL0006680578001) for Len Busch Roses 401(K) Retirement Plan, reported by Distinctive Floral Co. Dba Len Busch Roses under EIN 41-1927692 and plan number 001. It reports 377 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240716140822NAL0006680578001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Distinctive Floral Co. Dba Len Busch Roses
- EIN
- 41-1927692
- Plan number
- 001
- Location
- Plymouth, MN
- Participants
- 377
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,121,185
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,121,185
- Employer contributions
- $92,614
- Participant contributions
- $598,180
- Total income / additions
- $2,512,198
- Benefits paid
- $1,474,821
- Administrative expenses
- $56,680
- Total expenses
- $1,551,530
- Net increase / (decrease)
- $960,668
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $30,515 | $0 |
| Kdv Wealth Management | INVESTMENT ADVISOR, OTHE | $16,630 | not reported in the loaded dataset |
| Ascensus Holdings, Inc | CONTRACT ADMIN | $5,844 | $8,297 |
| Creative Planning Holdco LLC | INVESTMENT ADVISOR | $8,203 | not reported in the loaded dataset |
| Carlson Capital Management LLC | INVESTMENT ADVISOR | $63 | not reported in the loaded dataset |