2023 Form 5500 filing — Plantel Nurseries, Inc. 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 20241010151802NAL0020411521003) for Plantel Nurseries, Inc. 401(K) Profit Sharing Plan, reported by Plantel Nurseries, Inc. under EIN 77-0133598 and plan number 001. It reports 260 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241010151802NAL0020411521003
Filing year
2023
Form type
2
Plan sponsor
Plantel Nurseries, Inc.
EIN
77-0133598
Plan number
001
Location
Santa Maria, CA
Participants
260
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$11,471,356
Net assets (EOY)
$11,471,356
Employer contributions
$399,903
Participant contributions
$702,529
Total income / additions
$2,529,578
Benefits paid
$609,492
Administrative expenses
$1,179
Total expenses
$610,671
Net increase / (decrease)
$1,918,907
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
American United Life Insurance CoNONE$4,659$40,338
Nfp Retirement IncNONE$0$25,563

Related Form 5500 pages