2023 Form 5500 filing — All America-Phillip'S Flower Shop, Inc. 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 20250728155229NAL0001790161001) for All America-Phillip'S Flower Shop, Inc. Profit Sharing Plan, reported by All America-Phillips Flower Shop, Inc. under EIN 36-2123530 and plan number 001. It reports 181 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250728155229NAL0001790161001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- All America-Phillips Flower Shop, Inc.
- EIN
- 36-2123530
- Plan number
- 001
- Location
- Westmont, IL
- Participants
- 181
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,523,290
- Total liabilities (EOY)
- $501
- Net assets (EOY)
- $8,522,789
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $1,540,312
- Benefits paid
- $1,118,081
- Administrative expenses
- $45,879
- Total expenses
- $1,163,960
- Net increase / (decrease)
- $376,352
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Private Vista, LLC | INVESTMENT ADVISOR | $29,140 | not reported in the loaded dataset |
| Hanson Plahm & Company | AUDIT | $9,800 | not reported in the loaded dataset |
| Retirement Solution Group | TPA | $6,939 | not reported in the loaded dataset |