2023 Form 5500 filing — The Guardian Foundation, Inc. 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 20241224091430NAL0015905760001) for The Guardian Foundation, Inc. Retirement Plan, reported by The Guardian Foundation, Inc. under EIN 52-1623898 and plan number 010. It reports 2,092 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241224091430NAL0015905760001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Guardian Foundation, Inc.
- EIN
- 52-1623898
- Plan number
- 010
- Location
- Ooltewah, TN
- Participants
- 2,092
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,432,784
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,432,784
- Employer contributions
- $2,794,726
- Participant contributions
- $2,845,893
- Total income / additions
- $8,849,056
- Benefits paid
- $1,798,214
- Administrative expenses
- $259,457
- Total expenses
- $2,059,341
- Net increase / (decrease)
- $6,789,715
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Retirement Plan Administrators, LLC | CONTRACT ADMIN | $86,261 | $12,317 |
| Merrill Lynch Pierce Fenner | INVESTMENT ADVISOR | $75,428 | not reported in the loaded dataset |
| Cbiz Cpas P.C. | AUDITOR | $21,000 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $14,259 | $0 |
| Fidelity Investments Institutional | RECORDKEEPER | $975 | not reported in the loaded dataset |