Gardner & Associates Simplified Profit Sharing Plan — Form 5500 plan (Gardner & Associates)
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, Gardner & Associates Simplified Profit Sharing Plan is a benefit plan reported by Gardner & Associates under EIN 52-1716429 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $344,196 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$344.2KPlan net assets, end of year$344,196
Participants3Covered participants reported
Assets / participant$114.7KComputed: assets ÷ participants$114,732 (computed)
Provider compensationNone reported
- Plan sponsor
- Gardner & Associates
- EIN
- 52-1716429
- Plan number
- 001
- Plan type
- 2
- Location
- Nottingham, MD
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20240708110901NAL0007211187001 |
Schedule I · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$344.2K total assets
Net assets$344.2KLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $344,196
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $344,196
- Net assets (BOY)
- $291,071
Income & contributions
- Employer contributions
- $16,559
- Total income / additions
- $53,125
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $53,125
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.