The Guardian Foundation, Inc. Retirement Plan — Form 5500 plan (The Guardian Foundation, 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, The Guardian Foundation, Inc. Retirement Plan is a benefit plan reported by The Guardian Foundation, Inc. under EIN 52-1623898 and plan number 010. The latest loaded filing year is 2023. The filing reports 2,092 participants and $28,432,784 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Guardian Foundation, Inc.
- EIN
- 52-1623898
- Plan number
- 010
- Plan type
- 2
- Location
- Ooltewah, TN
- Latest filing year
- 2023
- Participants
- 2,092
- End-of-year plan assets
- $28,432,784
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,092 | H, C | 20241224091430NAL0015905760001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,432,784
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,432,784
- Net assets (BOY)
- $21,643,069
Income & contributions
- Employer contributions
- $2,794,726
- Participant contributions
- $2,845,893
- Total contributions
- $6,818,373
- Total income / additions
- $8,849,056
Expenses & distributions
- Benefits paid
- $1,798,214
- Administrative expenses
- $259,457
- Total expenses
- $2,059,341
- Net increase / (decrease)
- $6,789,715
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Retirement Plan Administrators, LLC | CONTRACT ADMIN | $86,261 | $12,317 | 2023 |
| Merrill Lynch Pierce Fenner | INVESTMENT ADVISOR | $75,428 | not reported in the loaded dataset | 2023 |
| Cbiz Cpas P.C. | AUDITOR | $21,000 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $14,259 | $0 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $975 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Guardian Foundation, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Ooltewah, TN
- Retirement Plan Administrators, LLC — Schedule C compensation
- Merrill Lynch Pierce Fenner — Schedule C compensation
- Cbiz Cpas P.C. — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation