Gardiner & Theobald Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Gardiner & Theobald 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, Gardiner & Theobald Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Gardiner & Theobald Inc. under EIN 58-2055197 and plan number 001. The latest loaded filing year is 2023. The filing reports 307 participants and $18,699,008 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gardiner & Theobald Inc.
- EIN
- 58-2055197
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 307
- End-of-year plan assets
- $18,699,008
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 307 | H, C | 20241007182512NAL0028174784001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,699,008
- Net assets (EOY)
- $18,699,008
- Net assets (BOY)
- $15,304,511
Income & contributions
- Employer contributions
- $303,102
- Participant contributions
- $2,516,446
- Total contributions
- $3,055,380
- Total income / additions
- $5,665,532
Expenses & distributions
- Benefits paid
- $2,265,052
- Administrative expenses
- $5,983
- Total expenses
- $2,271,035
- Net increase / (decrease)
- $3,394,497
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc. | SERVICE PROVIDER | $0 | $28,258 | 2023 |
| Concierge Retirement Services Inc. | THIRD PARTY ADMINISTRATOR | $0 | $5,976 | 2023 |