2023 Form 5500 filing — Kurt Weiss Greenhouses, Inc. 401(K) Savings 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 20241011091134NAL0022464081001) for Kurt Weiss Greenhouses, Inc. 401(K) Savings Plan, reported by Kurt Weiss Greenhouses, Inc. under EIN 11-2010615 and plan number 001. It reports 361 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011091134NAL0022464081001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kurt Weiss Greenhouses, Inc.
- EIN
- 11-2010615
- Plan number
- 001
- Location
- Center Moriches, NY
- Participants
- 361
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,212,201
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,212,201
- Employer contributions
- $60,994
- Participant contributions
- $524,786
- Total income / additions
- $1,781,671
- Benefits paid
- $421,591
- Administrative expenses
- $755
- Total expenses
- $446,095
- Net increase / (decrease)
- $1,335,576
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $755 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |
| Morgan Stanley Wealth Management | ADVISOR | $0 | $0 |