2023 Form 5500 filing — Florexpo, LLC./ Kendal Floral 401k 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 20241007175958NAL0007834883001) for Florexpo, LLC./ Kendal Floral 401k Plan, reported by Florexpo, LLC. under EIN 33-0639313 and plan number 001. It reports 1,099 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)$21MReported net assets$20,993,999
Participants1.1K1,099
Provider compensation$80.7K2 Schedule C row(s)$80,678
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241007175958NAL0007834883001
Plan sponsor
Florexpo, LLC.
EIN
33-0639313
Plan number
001
Location
Carlsbad, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$21M total assets
Net assets$21MLiabilities
Money in vs. money out
Total income / additions$4.5M
Total expenses$1.2M
Benefits paid / distributions$1.1M
Contributions
Employer$615.8K
Participant$1.2M
Full reported line items
Total assets (EOY)
$20,993,999
Net assets (EOY)
$20,993,999
Employer contributions
$615,814
Participant contributions
$1,202,566
Total income / additions
$4,541,807
Benefits paid
$1,104,346
Administrative expenses
$80,678
Total expenses
$1,185,024
Net increase / (decrease)
$3,356,783
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $43.4K · Indirect $0
  2. 2
    INVESTMENT ADVISORY-PLAN · Direct $37.3K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241007175958NAL0007834883001 cover?
It is the 2023 Form 5500 filing for Florexpo, LLC./ Kendal Floral 401k Plan, reported by Florexpo, LLC. (EIN 33-0639313).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages