Plan5500

All America-Phillip'S Flower Shop, Inc. Profit Sharing Plan — Form 5500 plan (All America-Phillips Flower Shop, 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, All America-Phillip'S Flower Shop, Inc. Profit Sharing Plan is a benefit plan reported by All America-Phillips Flower Shop, Inc. under EIN 36-2123530 and plan number 001. The latest loaded filing year is 2023. The filing reports 181 participants and $8,523,290 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
All America-Phillips Flower Shop, Inc.
EIN
36-2123530
Plan number
001
Plan type
2
Location
Westmont, IL
Latest filing year
2023
Participants
181
End-of-year plan assets
$8,523,290

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023181H, C20250728155229NAL0001790161001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,523,290
Total liabilities (EOY)
$501
Net assets (EOY)
$8,522,789
Net assets (BOY)
$8,146,437

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total contributions
$0
Total income / additions
$1,540,312

Expenses & distributions

Benefits paid
$1,118,081
Administrative expenses
$45,879
Total expenses
$1,163,960
Net increase / (decrease)
$376,352

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Private Vista, LLCINVESTMENT ADVISOR$29,140not reported in the loaded dataset2023
Hanson Plahm & CompanyAUDIT$9,800not reported in the loaded dataset2023
Retirement Solution GroupTPA$6,939not reported in the loaded dataset2023

Related Form 5500 pages