2023 Form 5500 filing — Monrovia Nursery 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 20241009141753NAL0019416577001) for Monrovia Nursery 401(K) Retirement Plan, reported by Monrovia Nursery Company under EIN 95-1550929 and plan number 002. It reports 1,560 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009141753NAL0019416577001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Monrovia Nursery Company
- EIN
- 95-1550929
- Plan number
- 002
- Location
- Azusa, CA
- Participants
- 1,560
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,855,653
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,855,653
- Employer contributions
- $1,618,442
- Participant contributions
- $2,626,365
- Total income / additions
- $9,849,131
- Benefits paid
- $3,875,248
- Administrative expenses
- $122,258
- Total expenses
- $3,997,656
- Net increase / (decrease)
- $5,851,475
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sageview Advisory Group, LLC | OTHER | $40,000 | not reported in the loaded dataset |
| Frpf Llp | OTHER | $30,888 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $20,343 | not reported in the loaded dataset |
| Miller, Kaplan, Arase Llp | AUDITOR | $13,125 | not reported in the loaded dataset |
| Monrovia Nursery Company, Inc. | OTHER | $11,559 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $6,343 | $0 |