Plan5500

Gardner, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (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, Gardner, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Gardner, Inc. under EIN 31-0787957 and plan number 003. The latest loaded filing year is 2023. The filing reports 466 participants and $17,754,664 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gardner, Inc.
EIN
31-0787957
Plan number
003
Plan type
2
Location
Columbus, OH
Latest filing year
2023
Participants
466
End-of-year plan assets
$17,754,664

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023466H, C20240919154640NAL0003693219001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,754,664
Total liabilities (EOY)
$0
Net assets (EOY)
$17,754,664
Net assets (BOY)
$13,508,388

Income & contributions

Employer contributions
$734,192
Participant contributions
$1,366,945
Total contributions
$4,324,807
Total income / additions
$6,634,624

Expenses & distributions

Benefits paid
$2,304,620
Administrative expenses
$83,728
Total expenses
$2,388,348
Net increase / (decrease)
$4,246,276

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Life Insurance CompanyRECORDKEEPER$46,852not reported in the loaded dataset2023
The Siekmann CompanyINVESTMENT ADVISOR$36,876not reported in the loaded dataset2023

Related Form 5500 pages