2023 Form 5500 filing — Skagit Horticulture L. L. C. 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 20241014135315NAL0013401139001) for Skagit Horticulture L. L. C. 401(K) Savings Plan, reported by Skagit Horticulture, L.L.C. under EIN 81-3025223 and plan number 001. It reports 307 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014135315NAL0013401139001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Skagit Horticulture, L.L.C.
- EIN
- 81-3025223
- Plan number
- 001
- Location
- Mount Vernon, WA
- Participants
- 307
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,473,304
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,473,304
- Employer contributions
- $171,146
- Participant contributions
- $352,613
- Total income / additions
- $1,131,939
- Benefits paid
- $1,404,860
- Administrative expenses
- $22,006
- Total expenses
- $1,443,930
- Net increase / (decrease)
- -$311,991
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Commonwealth Equity Services LLC | INVESTMENT ADVISOR | $16,000 | not reported in the loaded dataset |
| The Paragon Alliance Group LLC | CONTRACT ADMIN | $3,587 | not reported in the loaded dataset |
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $2,171 | $0 |