William T. Gardner, Inc. Profit Sharing Plan — Form 5500 plan (William T. Gardner, Inc.)
Plain-English plan 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, William T. Gardner, Inc. Profit Sharing Plan is a benefit plan reported by William T. Gardner, Inc. under EIN 01-0327414 and plan number 001. The latest loaded filing year is 2023. The filing reports 119 participants and $12,460,436 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- William T. Gardner, Inc.
- EIN
- 01-0327414
- Plan number
- 001
- Plan type
- 2
- Location
- Lincoln, ME
- Latest filing year
- 2023
- Participants
- 119
- End-of-year plan assets
- $12,460,436
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 119 | H, C | 20241001104332NAL0003909523001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,460,436
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,460,436
- Net assets (BOY)
- $15,330,731
Income & contributions
- Employer contributions
- $237,479
- Participant contributions
- $369,092
- Total contributions
- $614,384
- Total income / additions
- $2,845,943
Expenses & distributions
- Benefits paid
- $5,700,495
- Administrative expenses
- $15,743
- Total expenses
- $5,716,238
- Net increase / (decrease)
- -$2,870,295
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Epic Retirement Plan Services | NONE | $9,284 | $0 | 2023 |
| Guidance Point Retirement Services | NONE | $6,500 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for William T. Gardner, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in ME
- 401(k) and benefit plan filings in Lincoln, ME
- Epic Retirement Plan Services — Schedule C compensation
- Guidance Point Retirement Services — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation