2023 Form 5500 filing — Garney Holding Company Employee Stock Ownership 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 20240813111440NAL0017856848001) for Garney Holding Company Employee Stock Ownership Plan And Trust, reported by Garney Holding Company under EIN 43-0990829 and plan number 001. It reports 1,976 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240813111440NAL0017856848001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Garney Holding Company
- EIN
- 43-0990829
- Plan number
- 001
- Location
- North Kansas City, MO
- Participants
- 1,976
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,366,639,766
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,366,639,766
- Employer contributions
- $34,805,473
- Participant contributions
- $10,579,937
- Total income / additions
- $292,779,499
- Benefits paid
- $71,346,744
- Administrative expenses
- $40,325
- Total expenses
- $71,387,069
- Net increase / (decrease)
- $221,392,430
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Vanguard Group, Inc. | RECORDKEEPER/BOOKKEEPER | $235,555 | not reported in the loaded dataset |
| Resource Investment Advisors | CONSULTANT | $93,783 | not reported in the loaded dataset |
| Onedigital | INVESTMENT ADVISORY | $40,000 | not reported in the loaded dataset |
| Commerce | INVESTMENT ADVISORY | $292 | not reported in the loaded dataset |
| Charles Schwab | CONSULTANT | $30 | not reported in the loaded dataset |