Garden Spot Village 401(K) Plan — Form 5500 plan (Garden Spot Village)
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, Garden Spot Village 401(K) Plan is a benefit plan reported by Garden Spot Village under EIN 23-2640814 and plan number 002. The latest loaded filing year is 2023. The filing reports 547 participants and $15,659,473 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Garden Spot Village
- EIN
- 23-2640814
- Plan number
- 002
- Plan type
- 2
- Location
- New Holland, PA
- Latest filing year
- 2023
- Participants
- 547
- End-of-year plan assets
- $15,659,473
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 547 | H, C | 20241015171117NAL0057408482001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,659,473
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,659,473
- Net assets (BOY)
- $14,327,498
Income & contributions
- Employer contributions
- $657,385
- Participant contributions
- $1,027,093
- Total contributions
- $1,917,601
- Total income / additions
- $3,937,730
Expenses & distributions
- Benefits paid
- $2,545,171
- Administrative expenses
- $60,584
- Total expenses
- $2,605,755
- Net increase / (decrease)
- $1,331,975
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $59,257 | $0 | 2023 |
| Cambridge Investment Research Advis | INVESTMENT ADVISORY | $0 | $22,844 | 2023 |