Garfunkel Wild Pc 401(K) Retirement Plan — Form 5500 plan (Garfunkel Wild Pc)
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, Garfunkel Wild Pc 401(K) Retirement Plan is a benefit plan reported by Garfunkel Wild Pc under EIN 11-2526447 and plan number 002. The latest loaded filing year is 2023. The filing reports 178 participants and $78,290,148 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Garfunkel Wild Pc
- EIN
- 11-2526447
- Plan number
- 002
- Plan type
- 2
- Location
- Great Neck, NY
- Latest filing year
- 2023
- Participants
- 178
- End-of-year plan assets
- $78,290,148
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 178 | H, C | 20250523090000NAL0003249921001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $78,290,148
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $78,290,148
- Net assets (BOY)
- $65,956,148
Income & contributions
- Employer contributions
- $473,412
- Participant contributions
- $2,085,196
- Total contributions
- $2,739,443
- Total income / additions
- $15,363,927
Expenses & distributions
- Benefits paid
- $2,943,934
- Administrative expenses
- $85,993
- Total expenses
- $3,029,927
- Net increase / (decrease)
- $12,334,000
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Trust Company | RECORD KEEPER | $1,710 | $0 | 2023 |
| Jp Morgan Funds | NONE | $0 | $0 | 2023 |
| Franklin Templeton | NONE | $0 | $0 | 2023 |
| American Beacon Funds | NONE | $0 | $0 | 2023 |
| John Hancock | NONE | $0 | $0 | 2023 |
| Invesco | NONE | $0 | $0 | 2023 |
| Pimco Funds | NONE | $0 | $0 | 2023 |
| Prudential | NONE | $0 | $0 | 2023 |
| Cohen & Steers Funds | NONE | $0 | $0 | 2023 |
| Fidelity | NONE | $0 | $0 | 2023 |
| Goldman Sachs Funds | NONE | $0 | $0 | 2023 |
| American Funds | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Garfunkel Wild Pc
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Great Neck, NY
- T. Rowe Price Trust Company — Schedule C compensation
- Jp Morgan Funds — Schedule C compensation
- Franklin Templeton — Schedule C compensation
- American Beacon Funds — Schedule C compensation
- John Hancock — Schedule C compensation
- Invesco — Schedule C compensation
- Pimco Funds — Schedule C compensation
- Prudential — Schedule C compensation
- Cohen & Steers Funds — Schedule C compensation
- Fidelity — Schedule C compensation
- Goldman Sachs Funds — Schedule C compensation
- American Funds — Schedule C compensation