2023 Form 5500 filing — The Desert Botanical Garden, Inc. 401(K) 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 20240918112816NAL0009398786001) for The Desert Botanical Garden, Inc. 401(K) Plan, reported by The Desert Botanical Garden, Inc. under EIN 86-0136925 and plan number 001. It reports 201 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918112816NAL0009398786001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Desert Botanical Garden, Inc.
- EIN
- 86-0136925
- Plan number
- 001
- Location
- Phoenix, AZ
- Participants
- 201
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,342,709
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,342,709
- Employer contributions
- $421,191
- Participant contributions
- $707,780
- Total income / additions
- $3,148,901
- Benefits paid
- $976,650
- Administrative expenses
- $21,000
- Total expenses
- $997,689
- Net increase / (decrease)
- $2,151,212
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tri-Ad Actuaries, Inc. | NONE | $21,000 | $0 |
| Charles Schwab Trust Company | NONE | $0 | $0 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |