2023 Form 5500 filing — Guardian Electric Manufacturing Company Employees Savings And Retirement 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 20241014224946NAL0027290177001) for Guardian Electric Manufacturing Company Employees Savings And Retirement Plan, reported by Guardian Electric Manufacturing Company under EIN 36-2886470 and plan number 001. It reports 225 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014224946NAL0027290177001
Filing year
2023
Form type
2
Plan sponsor
Guardian Electric Manufacturing Company
EIN
36-2886470
Plan number
001
Location
Woodstock, IL
Participants
225
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$7,862,616
Total liabilities (EOY)
$0
Net assets (EOY)
$7,862,616
Employer contributions
$207,612
Participant contributions
$592,262
Total income / additions
$1,887,881
Benefits paid
$923,463
Administrative expenses
$31,549
Total expenses
$958,505
Net increase / (decrease)
$929,376
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
American Community WealthADVISOR$24,307not reported in the loaded dataset
Cassell Plan Audits, Inc.ACCOUNTANT/AUDITOR$5,500not reported in the loaded dataset
Fidelity Investments InstitutionalRECORDKEEPER$1,742$0

Related Form 5500 pages