Woodburn Nursery & Azaleas, Inc. Retirement Plan And Trust — Form 5500 plan (Woodburn Nursery & Azaleas, 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, Woodburn Nursery & Azaleas, Inc. Retirement Plan And Trust is a benefit plan reported by Woodburn Nursery & Azaleas, Inc. under EIN 93-1074688 and plan number 002. The latest loaded filing year is 2023. The filing reports 150 participants and $16,135,450 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Woodburn Nursery & Azaleas, Inc.
EIN
93-1074688
Plan number
002
Plan type
2
Location
Woodburn, OR
Latest filing year
2023
Participants
150
End-of-year plan assets
$16,135,450

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023150H, C20240918190419NAL0001888163001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,135,450
Total liabilities (EOY)
$83
Net assets (EOY)
$16,135,367
Net assets (BOY)
$13,407,044

Income & contributions

Employer contributions
$643,702
Participant contributions
$422,028
Total contributions
$1,065,730
Total income / additions
$3,001,582

Expenses & distributions

Benefits paid
$216,073
Administrative expenses
$57,186
Total expenses
$273,259
Net increase / (decrease)
$2,728,323

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$29,420not reported in the loaded dataset2023
Deschutes Portfolio Strategy LNONE$27,766not reported in the loaded dataset2023

Related Form 5500 pages