Robert Baker Companies 401(K) Plan — Form 5500 plan (Northern 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, Robert Baker Companies 401(K) Plan is a benefit plan reported by Northern Nurseries Inc. under EIN 06-0969963 and plan number 001. The latest loaded filing year is 2023. The filing reports 272 participants and $12,349,711 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Northern Nurseries Inc.
- EIN
- 06-0969963
- Plan number
- 001
- Plan type
- 2
- Location
- Windsor Locks, CT
- Latest filing year
- 2023
- Participants
- 272
- End-of-year plan assets
- $12,349,711
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 272 | H, C | 20241014072747NAL0025659969001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,349,711
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,349,711
- Net assets (BOY)
- $11,056,603
Income & contributions
- Employer contributions
- $168,332
- Participant contributions
- $474,312
- Total contributions
- $939,785
- Total income / additions
- $2,294,057
Expenses & distributions
- Benefits paid
- $948,125
- Administrative expenses
- $17,250
- Total expenses
- $1,000,949
- Net increase / (decrease)
- $1,293,108
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Commonwealth Equity Services LLC Db | INVESTMENT ADVISOR | $17,250 | not reported in the loaded dataset | 2023 |