Bailey Nurseries, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Bailey 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, Bailey Nurseries, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Bailey Nurseries, Inc. under EIN 41-0910672 and plan number 001. The latest loaded filing year is 2023. The filing reports 974 participants and $77,035,667 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bailey Nurseries, Inc.
EIN
41-0910672
Plan number
001
Plan type
2
Location
Newport, MN
Latest filing year
2023
Participants
974
End-of-year plan assets
$77,035,667

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023974H, C20241014123858NAL0052268674001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$77,035,667
Total liabilities (EOY)
$61,012
Net assets (EOY)
$76,974,655
Net assets (BOY)
$71,715,090

Income & contributions

Employer contributions
$368,131
Participant contributions
$2,091,558
Total contributions
$2,473,020
Total income / additions
$13,379,935

Expenses & distributions

Benefits paid
$8,009,338
Administrative expenses
$83,450
Total expenses
$8,120,370
Net increase / (decrease)
$5,259,565

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Minnesota Life Insurance CompanyNONE$83,450$02023

Related Form 5500 pages