Garney Holding Company Employee Stock Ownership Plan And Trust — Form 5500 plan (Garney Holding 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, Garney Holding Company Employee Stock Ownership Plan And Trust is a benefit plan reported by Garney Holding Company under EIN 43-0990829 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,976 participants and $1,366,639,766 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Garney Holding Company
- EIN
- 43-0990829
- Plan number
- 001
- Plan type
- 2
- Location
- North Kansas City, MO
- Latest filing year
- 2023
- Participants
- 1,976
- End-of-year plan assets
- $1,366,639,766
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,976 | H, C | 20240813111440NAL0017856848001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,366,639,766
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,366,639,766
- Net assets (BOY)
- $1,145,247,336
Income & contributions
- Employer contributions
- $34,805,473
- Participant contributions
- $10,579,937
- Total contributions
- $46,240,621
- Total income / additions
- $292,779,499
Expenses & distributions
- Benefits paid
- $71,346,744
- Administrative expenses
- $40,325
- Total expenses
- $71,387,069
- Net increase / (decrease)
- $221,392,430
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Vanguard Group, Inc. | RECORDKEEPER/BOOKKEEPER | $235,555 | not reported in the loaded dataset | 2023 |
| Resource Investment Advisors | CONSULTANT | $93,783 | not reported in the loaded dataset | 2023 |
| Onedigital | INVESTMENT ADVISORY | $40,000 | not reported in the loaded dataset | 2023 |
| Commerce | INVESTMENT ADVISORY | $292 | not reported in the loaded dataset | 2023 |
| Charles Schwab | CONSULTANT | $30 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Garney Holding Company
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in North Kansas City, MO
- Vanguard Group, Inc. — Schedule C compensation
- Resource Investment Advisors — Schedule C compensation
- Onedigital — Schedule C compensation
- Commerce — Schedule C compensation
- Charles Schwab — Schedule C compensation