2023 Form 5500 filing — Bordine Nursery, Ltd 401(K) Profit Sharing Plan & Trust

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 20241002075521NAL0016713634001) for Bordine Nursery, Ltd 401(K) Profit Sharing Plan & Trust, reported by Bordine Nursery Ltd under EIN 38-2296741 and plan number 001. It reports 206 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.3MReported net assets$6,268,869
Participants206
Provider compensation$9.4K1 Schedule C row(s)$9,378
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241002075521NAL0016713634001
Plan sponsor
Bordine Nursery Ltd
EIN
38-2296741
Plan number
001
Location
Rochester, MI
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$6.3M total assets
Net assets$6.3MLiabilities$0
Money in vs. money out
Total income / additions$1.4M
Total expenses$820.8K
Benefits paid / distributions$798.4K
Contributions
Employer$12.9K
Participant$254.3K
Full reported line items
Total assets (EOY)
$6,268,869
Total liabilities (EOY)
$0
Net assets (EOY)
$6,268,869
Employer contributions
$12,890
Participant contributions
$254,279
Total income / additions
$1,375,087
Benefits paid
$798,395
Administrative expenses
$22,322
Total expenses
$820,831
Net increase / (decrease)
$554,256

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Paychex IncRECORDKEEPER$9,378not reported in the loaded dataset

Related Form 5500 pages