Garten Wellbeing, Pbc 401(K) Plan — Form 5500 plan (Garten Wellbeing, Pbc)
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, Garten Wellbeing, Pbc 401(K) Plan is a benefit plan reported by Garten Wellbeing, Pbc under EIN 45-3577136 and plan number 001. The latest loaded filing year is 2023. The filing reports 211 participants and $2,060,655 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Garten Wellbeing, Pbc
- EIN
- 45-3577136
- Plan number
- 001
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 211
- End-of-year plan assets
- $2,060,655
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 211 | H, C | 20241212145151NAL0009486771001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,060,655
- Net assets (EOY)
- $2,060,655
- Net assets (BOY)
- $1,656,611
Income & contributions
- Participant contributions
- $166,990
- Total contributions
- $234,914
- Total income / additions
- $612,425
Expenses & distributions
- Benefits paid
- $171,386
- Administrative expenses
- $24,890
- Total expenses
- $208,381
- Net increase / (decrease)
- $404,044
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln Financial Advisors Corp | INVESTMENT ADVISORY | $11,434 | $0 | 2023 |
| Empower Annuity Insurance Co. Of Am | RECORDKEEPER | $10,762 | $0 | 2023 |
| Plan Design Consultants Inc. | TPA | $1,875 | $1,905 | 2023 |
| Empower Advisory Group, LLC | INVEST MANAGER | $894 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Garten Wellbeing, Pbc
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Francisco, CA
- Lincoln Financial Advisors Corp — Schedule C compensation
- Empower Annuity Insurance Co. Of Am — Schedule C compensation
- Plan Design Consultants Inc. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation