Garver Retirement Plan — Form 5500 plan (Garver, LLC)

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, Garver Retirement Plan is a benefit plan reported by Garver, LLC under EIN 01-0733400 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,386 participants and $147,094,321 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Garver, LLC
EIN
01-0733400
Plan number
002
Plan type
2
Location
North Little Rock, AR
Latest filing year
2023
Participants
1,386
End-of-year plan assets
$147,094,321

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,386H, C20241014112237NAL0014833955001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$147,094,321
Total liabilities (EOY)
$0
Net assets (EOY)
$147,094,321
Net assets (BOY)
$114,287,329

Income & contributions

Employer contributions
$5,287,784
Participant contributions
$11,366,292
Total contributions
$19,034,779
Total income / additions
$40,436,897

Expenses & distributions

Benefits paid
$7,413,801
Administrative expenses
$205,507
Total expenses
$7,629,905
Net increase / (decrease)
$32,806,992

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$120,496$02023
Meridian Management CoADVISOR$80,000not reported in the loaded dataset2023
Hogan Taylor LlpACCOUNTANT/AUDITOR$5,125not reported in the loaded dataset2023

Related Form 5500 pages