2023 Form 5500 filing — Garrett Consulting 401(K) Plan And Trust

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240509152122NAL0050907842001) for Garrett Consulting 401(K) Plan And Trust, reported by Garrett Consulting, Inc. under EIN 47-4503912 and plan number 001. It reports 5 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.3MReported net assets$2,290,606
Participants5
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240509152122NAL0050907842001
Plan sponsor
Garrett Consulting, Inc.
EIN
47-4503912
Plan number
001
Location
Lombard, IL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2.3M total assets
Net assets$2.3MLiabilities$0
Money in vs. money out
Total income / additions$373K
Total expenses$0
Benefits paid / distributions$0
Contributions
Employer$52.1K
Participant$30K
Full reported line items
Total assets (EOY)
$2,290,606
Total liabilities (EOY)
$0
Net assets (EOY)
$2,290,606
Employer contributions
$52,148
Participant contributions
$30,000
Total income / additions
$373,041
Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$373,041

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240509152122NAL0050907842001 cover?
It is the 2023 Form 5500 filing for Garrett Consulting 401(K) Plan And Trust, reported by Garrett Consulting, Inc. (EIN 47-4503912).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages