Melwood Horticultural Training Center Inc. Retirement Plan — Form 5500 plan (Melwood Horticultural Training Center 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, Melwood Horticultural Training Center Inc. Retirement Plan is a benefit plan reported by Melwood Horticultural Training Center Inc. under EIN 52-0857690 and plan number 001. The latest loaded filing year is 2023. The filing reports 456 participants and $10,459,777 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Melwood Horticultural Training Center Inc.
- EIN
- 52-0857690
- Plan number
- 001
- Plan type
- 2
- Location
- Upper Marlboro, MD
- Latest filing year
- 2023
- Participants
- 456
- End-of-year plan assets
- $10,459,777
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 456 | H, C | 20250305103638NAL0008485873001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,459,777
- Net assets (EOY)
- $10,459,777
- Net assets (BOY)
- $9,116,787
Income & contributions
- Employer contributions
- $314,718
- Participant contributions
- $1,183,596
- Total contributions
- $1,595,476
- Total income / additions
- $2,857,850
Expenses & distributions
- Benefits paid
- $1,477,628
- Administrative expenses
- $37,232
- Total expenses
- $1,514,860
- Net increase / (decrease)
- $1,342,990
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $27,854 | $0 | 2023 |
| Gallagher Fiduciary Advisors LLC | INVESTMENT ADVISOR | $9,378 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Melwood Horticultural Training Center Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Upper Marlboro, MD
- Transamerica Retirement Solutions — Schedule C compensation
- Gallagher Fiduciary Advisors LLC — Schedule C compensation
- National Financial Services — Schedule C compensation