Guardian Electric Manufacturing Company Employees Savings And Retirement Plan — Form 5500 plan (Guardian Electric Manufacturing Company)

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, Guardian Electric Manufacturing Company Employees Savings And Retirement Plan is a benefit plan reported by Guardian Electric Manufacturing Company under EIN 36-2886470 and plan number 001. The latest loaded filing year is 2023. The filing reports 225 participants and $7,862,616 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Guardian Electric Manufacturing Company
EIN
36-2886470
Plan number
001
Plan type
2
Location
Woodstock, IL
Latest filing year
2023
Participants
225
End-of-year plan assets
$7,862,616

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023225H, C20241014224946NAL0027290177001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,862,616
Total liabilities (EOY)
$0
Net assets (EOY)
$7,862,616
Net assets (BOY)
$6,933,240

Income & contributions

Employer contributions
$207,612
Participant contributions
$592,262
Total contributions
$875,468
Total income / additions
$1,887,881

Expenses & distributions

Benefits paid
$923,463
Administrative expenses
$31,549
Total expenses
$958,505
Net increase / (decrease)
$929,376

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
American Community WealthADVISOR$24,307not reported in the loaded dataset2023
Cassell Plan Audits, Inc.ACCOUNTANT/AUDITOR$5,500not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$1,742$02023

Related Form 5500 pages