Gt Independence 401(K) Plan — Form 5500 plan (Guardiantrac, LLC Dba Gt Independence)
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, Gt Independence 401(K) Plan is a benefit plan reported by Guardiantrac, LLC Dba Gt Independence under EIN 32-0112072 and plan number 001. The latest loaded filing year is 2023. The filing reports 422 participants and $6,349,497 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Guardiantrac, LLC Dba Gt Independence
- EIN
- 32-0112072
- Plan number
- 001
- Plan type
- 2
- Location
- Sturgis, MI
- Latest filing year
- 2023
- Participants
- 422
- End-of-year plan assets
- $6,349,497
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 422 | H, C | 20241015154503NAL0058523602001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,349,497
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,349,497
- Net assets (BOY)
- $4,523,138
Income & contributions
- Employer contributions
- $462,798
- Participant contributions
- $743,645
- Total contributions
- $1,221,430
- Total income / additions
- $2,180,128
Expenses & distributions
- Benefits paid
- $356,896
- Administrative expenses
- $1,449
- Total expenses
- $353,769
- Net increase / (decrease)
- $1,826,359
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Southern Michigan Bank & Trust | INVESTMENT ADVISOR | $12,300 | not reported in the loaded dataset | 2023 |
| Kdp Retirement Plan Services, Inc | CONTRACT ADMIN | $4,200 | $2,394 | 2023 |
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $2,699 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Guardiantrac, LLC Dba Gt Independence
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Sturgis, MI
- Southern Michigan Bank & Trust — Schedule C compensation
- Kdp Retirement Plan Services, Inc — Schedule C compensation
- Empower Annuity Insurance Co Of Ame — Schedule C compensation