Guardian Angels 403b Retirement Plan — Form 5500 plan (Guardian Angels Health Services 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, Guardian Angels 403b Retirement Plan is a benefit plan reported by Guardian Angels Health Services Inc. under EIN 41-0858938 and plan number 005. The latest loaded filing year is 2023. The filing reports 579 participants and $8,175,416 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Guardian Angels Health Services Inc.
- EIN
- 41-0858938
- Plan number
- 005
- Plan type
- 2
- Location
- Elk River, MN
- Latest filing year
- 2023
- Participants
- 579
- End-of-year plan assets
- $8,175,416
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 579 | H, C | 20241011171419NAL0037818400001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,175,416
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,175,416
- Net assets (BOY)
- $6,195,898
Income & contributions
- Employer contributions
- $501,507
- Participant contributions
- $925,737
- Total contributions
- $1,596,145
- Total income / additions
- $2,794,804
Expenses & distributions
- Benefits paid
- $795,227
- Administrative expenses
- $20,059
- Total expenses
- $815,286
- Net increase / (decrease)
- $1,979,518
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $6,469 | $19,021 | 2023 |
| Gallagher Benefit Svcs Inc | NONE | $13,607 | not reported in the loaded dataset | 2023 |