Plan5500

Gmg Employees Savings Plan — Form 5500 plan (Garber Management Group, 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, Gmg Employees Savings Plan is a benefit plan reported by Garber Management Group, Inc. under EIN 38-1280515 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,622 participants and $107,029,834 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Garber Management Group, Inc.
EIN
38-1280515
Plan number
003
Plan type
2
Location
Saginaw, MI
Latest filing year
2023
Participants
2,622
End-of-year plan assets
$107,029,834

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,622H, C20241014141454NAL0027529041001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$107,029,834
Total liabilities (EOY)
$0
Net assets (EOY)
$107,029,834
Net assets (BOY)
$87,633,263

Income & contributions

Employer contributions
$3,671,498
Participant contributions
$9,870,560
Total contributions
$15,249,009
Total income / additions
$28,010,620

Expenses & distributions

Benefits paid
$8,321,102
Administrative expenses
$292,368
Total expenses
$8,614,049
Net increase / (decrease)
$19,396,571

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
American Trust CompanyCONTRACT ADMIN8$179,099$87,6802023
Michael T. Stelter & AssociatesINVESTMENT ADVISOR$111,353not reported in the loaded dataset2023

Related Form 5500 pages