Garan 401(K) Plan — Form 5500 plan (Garan, 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, Garan 401(K) Plan is a benefit plan reported by Garan, Inc. under EIN 13-5665557 and plan number 012. The latest loaded filing year is 2023. The filing reports 423 participants and $10,835,166 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Garan, Inc.
EIN
13-5665557
Plan number
012
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
423
End-of-year plan assets
$10,835,166

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023423H, C20241015145443NAL0050023472001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,835,166
Total liabilities (EOY)
$0
Net assets (EOY)
$10,835,166
Net assets (BOY)
$0

Income & contributions

Employer contributions
$1,298,996
Participant contributions
$1,398,791
Total contributions
$8,094,441
Total income / additions
$9,041,419

Expenses & distributions

Benefits paid
$53,473
Administrative expenses
$17,101
Total expenses
$70,574
Net increase / (decrease)
$8,970,845

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Orenda Retirement, LLCCONTRACT ADMINISTRATOR$3,610$16,5692023
Aurora Private Wealth, Inc.INVESTMENT ADVISORY$0$15,4172023
Principallife Insurance CompanyCONTRACT ADMINISTRATOR$13,499$02023

Related Form 5500 pages