2023 Form 5500 filing — Devil Mountain Wholesale Nursery 401(K) Profit Sharing 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 20240917154217NAL0003023169001) for Devil Mountain Wholesale Nursery 401(K) Profit Sharing Plan, reported by Devil Mountain Wholesale Nursery under EIN 94-3283949 and plan number 001. It reports 702 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240917154217NAL0003023169001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Devil Mountain Wholesale Nursery
- EIN
- 94-3283949
- Plan number
- 001
- Location
- San Ramon, CA
- Participants
- 702
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,631,743
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,631,743
- Employer contributions
- $487,026
- Participant contributions
- $938,434
- Total income / additions
- $3,795,040
- Benefits paid
- $629,560
- Administrative expenses
- $75,391
- Total expenses
- $714,642
- Net increase / (decrease)
- $3,080,398
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $44,694 | $0 |
| Mariner Retirement Advisors LLC | ADVISOR | $30,697 | not reported in the loaded dataset |