Len Busch Roses 401(K) Retirement Plan — Form 5500 plan (Distinctive Floral Co. Dba Len Busch Roses)
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, Len Busch Roses 401(K) Retirement Plan is a benefit plan reported by Distinctive Floral Co. Dba Len Busch Roses under EIN 41-1927692 and plan number 001. The latest loaded filing year is 2023. The filing reports 377 participants and $9,121,185 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Distinctive Floral Co. Dba Len Busch Roses
- EIN
- 41-1927692
- Plan number
- 001
- Plan type
- 2
- Location
- Plymouth, MN
- Latest filing year
- 2023
- Participants
- 377
- End-of-year plan assets
- $9,121,185
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 377 | H, C | 20240716140822NAL0006680578001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,121,185
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,121,185
- Net assets (BOY)
- $8,160,517
Income & contributions
- Employer contributions
- $92,614
- Participant contributions
- $598,180
- Total contributions
- $690,794
- Total income / additions
- $2,512,198
Expenses & distributions
- Benefits paid
- $1,474,821
- Administrative expenses
- $56,680
- Total expenses
- $1,551,530
- Net increase / (decrease)
- $960,668
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $30,515 | $0 | 2023 |
| Kdv Wealth Management | INVESTMENT ADVISOR, OTHE | $16,630 | not reported in the loaded dataset | 2023 |
| Ascensus Holdings, Inc | CONTRACT ADMIN | $5,844 | $8,297 | 2023 |
| Creative Planning Holdco LLC | INVESTMENT ADVISOR | $8,203 | not reported in the loaded dataset | 2023 |
| Carlson Capital Management LLC | INVESTMENT ADVISOR | $63 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Distinctive Floral Co. Dba Len Busch Roses
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Plymouth, MN
- Empower Annuity Ins Co Of America — Schedule C compensation
- Kdv Wealth Management — Schedule C compensation
- Ascensus Holdings, Inc — Schedule C compensation
- Creative Planning Holdco LLC — Schedule C compensation
- Carlson Capital Management LLC — Schedule C compensation