Garrett Popcorn Shops Retirement Savings Plan — Form 5500 plan (Garrett Popcorn Holding Company, LLC)
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, Garrett Popcorn Shops Retirement Savings Plan is a benefit plan reported by Garrett Popcorn Holding Company, LLC under EIN 45-4561610 and plan number 001. The latest loaded filing year is 2023. The filing reports 720 participants and $3,627,481 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Garrett Popcorn Holding Company, LLC
- EIN
- 45-4561610
- Plan number
- 001
- Plan type
- 2
- Location
- Aurora, IL
- Latest filing year
- 2023
- Participants
- 720
- End-of-year plan assets
- $3,627,481
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 720 | H, C | 20241014092204NAL0045452080001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,627,481
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,627,481
- Net assets (BOY)
- $2,939,980
Income & contributions
- Employer contributions
- $65,000
- Participant contributions
- $576,971
- Total contributions
- $671,976
- Total income / additions
- $1,200,166
Expenses & distributions
- Benefits paid
- $460,825
- Administrative expenses
- $51,840
- Total expenses
- $512,665
- Net increase / (decrease)
- $687,501
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alliance Pension Consultants, LLC | RECORDKEEPER | $43,882 | not reported in the loaded dataset | 2023 |
| Mesirow Financial | INVESTMENT ADVISOR | $7,958 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $3,390 | 2023 |
| Charles Schwab & Co., Inc | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Garrett Popcorn Holding Company, LLC
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Aurora, IL
- Alliance Pension Consultants, LLC — Schedule C compensation
- Mesirow Financial — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co., Inc — Schedule C compensation