Original filing (PDF)20250514144053NAL0042565106001

SHADE TREES NURSERY, INC.

Name: SHADE TREES NURSERY, INC. — SHADE TREES NURSERY, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: SHADE TREES NURSERY, INC.

Form 5500-SF

FILING_RECEIVED

SHADE TREES NURSERY, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHADE TREES NURSERY, INC..

Plan sponsor

Name

SHADE TREES NURSERY, INC.

EIN

11-2125432

Address

PO BOX 820 · JAMESPORT, NY · 119470820

Phone

(631) 722-4041

Industry

Agriculture, Forestry, Fishing, Huntingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-05-14

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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