Clinton Nurseries Inc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Clinton Nurseries 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, Clinton Nurseries Inc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Clinton Nurseries Inc under EIN 06-0861696 and plan number 001. The latest loaded filing year is 2023. The filing reports 183 participants and $7,138,579 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Clinton Nurseries Inc
- EIN
- 06-0861696
- Plan number
- 001
- Plan type
- 2
- Location
- Westbrook, CT
- Latest filing year
- 2023
- Participants
- 183
- End-of-year plan assets
- $7,138,579
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 183 | H, C | 20240725072443NAL0013732401001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,138,579
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,138,579
- Net assets (BOY)
- $5,887,162
Income & contributions
- Employer contributions
- $123,873
- Participant contributions
- $235,320
- Total contributions
- $359,193
- Total income / additions
- $1,472,779
Expenses & distributions
- Benefits paid
- $204,275
- Administrative expenses
- $17,087
- Total expenses
- $221,362
- Net increase / (decrease)
- $1,251,417
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Excel Wealth Management, LLC | ADVISOR | $11,628 | not reported in the loaded dataset | 2023 |