Hicks 401k Plan — Form 5500 plan (Hicks 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, Hicks 401k Plan is a benefit plan reported by Hicks Nurseries, Inc. under EIN 11-1883568 and plan number 001. The latest loaded filing year is 2023. The filing reports 214 participants and $8,638,907 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hicks Nurseries, Inc.
EIN
11-1883568
Plan number
001
Plan type
2
Location
Westbury, NY
Latest filing year
2023
Participants
214
End-of-year plan assets
$8,638,907

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023214H, C20240902054331NAL0017469409001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,638,907
Total liabilities (EOY)
$0
Net assets (EOY)
$8,638,907
Net assets (BOY)
$8,202,972

Income & contributions

Employer contributions
$180,669
Participant contributions
$589,347
Total contributions
$770,016
Total income / additions
$2,123,622

Expenses & distributions

Benefits paid
$1,644,564
Administrative expenses
$20,168
Total expenses
$1,687,687
Net increase / (decrease)
$435,935

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch Pierce Fenner & SmithINVESTMENT ADVISOR$19,022$10,1842023
Adp, Inc.RECORD KEEPER$1,145$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages