Garrison, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Garrison, Inc. (EIN 84-3498367) is a plan sponsor located in Cullman, AL with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
84-3498367
Location
Cullman, AL
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$57,374,634
Total reported liabilities (EOY)
$12,911,129
Total reported net assets (EOY)
$44,463,505

Contributions & income

Employer contributions
$2,763,333
Participant contributions
$3,713,662
Total income / additions
$909,241

Expenses & distributions

Benefits paid / distributions
$3,354,634
Total expenses
$3,747,837
Net increase / (decrease)
-$2,838,596

Coverage

Total reported participants
1,430
Plans with financial statements
2
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Garrison, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Garrison, Inc. Employee Stock Ownership Plan002629$31,368,0372023
Garrison, Inc. 401(K) Retirement Savings Plan001801$26,006,5972023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Garrison, Inc.
YearPlanParticipantsSchedulesFiling
2023Garrison, Inc. 401(K) Retirement Savings Plan801H, C20241013102427NAL0043617440001
2023Garrison, Inc. Employee Stock Ownership Plan629H20241204100754NAL0005532784001

Related Form 5500 pages