2023 Form 5500 filing — Garten Wellbeing, Pbc 401(K) 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 20241212145151NAL0009486771001) for Garten Wellbeing, Pbc 401(K) Plan, reported by Garten Wellbeing, Pbc under EIN 45-3577136 and plan number 001. It reports 211 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241212145151NAL0009486771001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Garten Wellbeing, Pbc
- EIN
- 45-3577136
- Plan number
- 001
- Location
- San Francisco, CA
- Participants
- 211
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,060,655
- Net assets (EOY)
- $2,060,655
- Participant contributions
- $166,990
- Total income / additions
- $612,425
- Benefits paid
- $171,386
- Administrative expenses
- $24,890
- Total expenses
- $208,381
- Net increase / (decrease)
- $404,044
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln Financial Advisors Corp | INVESTMENT ADVISORY | $11,434 | $0 |
| Empower Annuity Insurance Co. Of Am | RECORDKEEPER | $10,762 | $0 |
| Plan Design Consultants Inc. | TPA | $1,875 | $1,905 |
| Empower Advisory Group, LLC | INVEST MANAGER | $894 | $0 |