2023 Form 5500 filing — Guardian Fleet Services, Inc. Employee Stock Ownership 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 20241015082141NAL0029003953001) for Guardian Fleet Services, Inc. Employee Stock Ownership Plan, reported by Guardian Fleet Services, Inc. under EIN 82-1297296 and plan number 001. It reports 207 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015082141NAL0029003953001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Guardian Fleet Services, Inc.
- EIN
- 82-1297296
- Plan number
- 001
- Location
- West Palm Beach, FL
- Participants
- 207
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,889,641
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,889,641
- Total income / additions
- -$11,237,939
- Benefits paid
- $4,655,887
- Administrative expenses
- $110,767
- Total expenses
- $4,766,654
- Net increase / (decrease)
- -$16,004,593
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mml Investors Services, LLC | ADVISOR | $47,368 | not reported in the loaded dataset |
| Esop Partners | THIRD PARTY ADMINISTRATO | $35,940 | not reported in the loaded dataset |
| Blue & Co LLC Fee | CPA | $15,000 | not reported in the loaded dataset |
| Penchecks Trust Company Of America | DISTRIBUTION SERVICES | $7,140 | not reported in the loaded dataset |
| Lynch, Cox, Gilman, & Goodman | ATTORNEY | $5,320 | not reported in the loaded dataset |