The Garrett Companies 401(K) Plan — Form 5500 plan (The Garrett Companies)
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, The Garrett Companies 401(K) Plan is a benefit plan reported by The Garrett Companies under EIN 46-5670071 and plan number 001. The latest loaded filing year is 2023. The filing reports 380 participants and $7,729,625 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Garrett Companies
- EIN
- 46-5670071
- Plan number
- 001
- Plan type
- 2
- Location
- Greenwood, IN
- Latest filing year
- 2023
- Participants
- 380
- End-of-year plan assets
- $7,729,625
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 380 | H, C | 20241014103302NAL0027037121001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,729,625
- Total liabilities (EOY)
- $13,946
- Net assets (EOY)
- $7,715,679
- Net assets (BOY)
- $5,143,796
Income & contributions
- Employer contributions
- $873,055
- Participant contributions
- $1,059,148
- Total contributions
- $2,368,942
- Total income / additions
- $3,375,228
Expenses & distributions
- Benefits paid
- $757,458
- Administrative expenses
- $45,887
- Total expenses
- $803,345
- Net increase / (decrease)
- $2,571,883
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $31,544 | $0 | 2023 |
| Latitude Service Company Inc | CONTRACT ADMIN | $10,311 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group,LLC | INVESTMENT MGMT | $5,902 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Garrett Companies
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Greenwood, IN
- Empower Annuity Insurance Company — Schedule C compensation
- Latitude Service Company Inc — Schedule C compensation
- Empower Advisory Group,LLC — Schedule C compensation