2023 Form 5500 filing — Gardiner & Theobald 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 20241007182512NAL0028174784001) for Gardiner & Theobald Inc. 401(K) Profit Sharing Plan, reported by Gardiner & Theobald Inc. under EIN 58-2055197 and plan number 001. It reports 307 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007182512NAL0028174784001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gardiner & Theobald Inc.
- EIN
- 58-2055197
- Plan number
- 001
- Location
- New York, NY
- Participants
- 307
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,699,008
- Net assets (EOY)
- $18,699,008
- Employer contributions
- $303,102
- Participant contributions
- $2,516,446
- Total income / additions
- $5,665,532
- Benefits paid
- $2,265,052
- Administrative expenses
- $5,983
- Total expenses
- $2,271,035
- Net increase / (decrease)
- $3,394,497
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc. | SERVICE PROVIDER | $0 | $28,258 |
| Concierge Retirement Services Inc. | THIRD PARTY ADMINISTRATOR | $0 | $5,976 |