Plan5500

State Garden, Inc. 401(K) Retirement Plan — Form 5500 plan (State Garden, Inc.)

Plain-English plan 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, State Garden, Inc. 401(K) Retirement Plan is a benefit plan reported by State Garden, Inc. under EIN 04-2237562 and plan number 001. The latest loaded filing year is 2023. The filing reports 313 participants and $16,174,712 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
State Garden, Inc.
EIN
04-2237562
Plan number
001
Plan type
2
Location
Chelsea, MA
Latest filing year
2023
Participants
313
End-of-year plan assets
$16,174,712

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023313H, C20241015070043NAL0027735329001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,174,712
Total liabilities (EOY)
$0
Net assets (EOY)
$16,174,712
Net assets (BOY)
$13,177,878

Income & contributions

Employer contributions
$589,112
Participant contributions
$883,596
Total contributions
$1,480,575
Total income / additions
$3,516,300

Expenses & distributions

Benefits paid
$507,181
Administrative expenses
$12,285
Total expenses
$519,466
Net increase / (decrease)
$2,996,834

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sentinel Benefits Group, Inc.N/A$12,285not reported in the loaded dataset2023

Related Form 5500 pages