2023 Form 5500 filing — Garfunkel Wild Pc 401(K) 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 20250523090000NAL0003249921001) for Garfunkel Wild Pc 401(K) Retirement Plan, reported by Garfunkel Wild Pc under EIN 11-2526447 and plan number 002. It reports 178 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250523090000NAL0003249921001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Garfunkel Wild Pc
- EIN
- 11-2526447
- Plan number
- 002
- Location
- Great Neck, NY
- Participants
- 178
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $78,290,148
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $78,290,148
- Employer contributions
- $473,412
- Participant contributions
- $2,085,196
- Total income / additions
- $15,363,927
- Benefits paid
- $2,943,934
- Administrative expenses
- $85,993
- Total expenses
- $3,029,927
- Net increase / (decrease)
- $12,334,000
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T. Rowe Price Trust Company | RECORD KEEPER | $1,710 | $0 |
| Jp Morgan Funds | NONE | $0 | $0 |
| Franklin Templeton | NONE | $0 | $0 |
| American Beacon Funds | NONE | $0 | $0 |
| John Hancock | NONE | $0 | $0 |
| Invesco | NONE | $0 | $0 |
| Pimco Funds | NONE | $0 | $0 |
| Prudential | NONE | $0 | $0 |
| Cohen & Steers Funds | NONE | $0 | $0 |
| Fidelity | NONE | $0 | $0 |
| Goldman Sachs Funds | NONE | $0 | $0 |
| American Funds | NONE | $0 | $0 |