2023 Form 5500 filing — Gardant Management Solutions, Inc. Retirement Savings 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 20241002173048NAL0005067827001) for Gardant Management Solutions, Inc. Retirement Savings Plan, reported by Gardant Management Solutions, Inc. under EIN 36-4311879 and plan number 001. It reports 149 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002173048NAL0005067827001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gardant Management Solutions, Inc.
- EIN
- 36-4311879
- Plan number
- 001
- Location
- Kankakee, IL
- Participants
- 149
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,086,782
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,086,782
- Employer contributions
- $357,894
- Participant contributions
- $719,638
- Total income / additions
- $1,779,990
- Benefits paid
- $618,988
- Administrative expenses
- $30,545
- Total expenses
- $649,533
- Net increase / (decrease)
- $1,130,457
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $29,281 | $0 |
| Northwestern Mut Inv Srv LLC | INVESTMENT ADVISOR | $0 | $13,082 |
| Futureplan By Ascensus | TPA | $1,267 | $0 |