2023 Form 5500 filing — Gardner, Inc. 401(K) Profit Sharing Plan
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 20240919154640NAL0003693219001) for Gardner, Inc. 401(K) Profit Sharing Plan, reported by Gardner, Inc. under EIN 31-0787957 and plan number 003. It reports 466 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919154640NAL0003693219001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gardner, Inc.
- EIN
- 31-0787957
- Plan number
- 003
- Location
- Columbus, OH
- Participants
- 466
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,754,664
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,754,664
- Employer contributions
- $734,192
- Participant contributions
- $1,366,945
- Total income / additions
- $6,634,624
- Benefits paid
- $2,304,620
- Administrative expenses
- $83,728
- Total expenses
- $2,388,348
- Net increase / (decrease)
- $4,246,276
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Life Insurance Company | RECORDKEEPER | $46,852 | not reported in the loaded dataset |
| The Siekmann Company | INVESTMENT ADVISOR | $36,876 | not reported in the loaded dataset |