Guardian Fueling Technologies, LLC 401(K) Plan — Form 5500 plan (Guardian Fueling Technologies 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, Guardian Fueling Technologies, LLC 401(K) Plan is a benefit plan reported by Guardian Fueling Technologies LLC under EIN 59-3666776 and plan number 001. The latest loaded filing year is 2023. The filing reports 701 participants and $21,977,210 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Guardian Fueling Technologies LLC
- EIN
- 59-3666776
- Plan number
- 001
- Plan type
- 2
- Location
- Jacksonville, FL
- Latest filing year
- 2023
- Participants
- 701
- End-of-year plan assets
- $21,977,210
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 701 | H, C | 20240917141350NAL0002906449001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,977,210
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,977,210
- Net assets (BOY)
- $16,011,319
Income & contributions
- Employer contributions
- $754,084
- Participant contributions
- $3,089,032
- Total contributions
- $4,155,050
- Total income / additions
- $7,309,894
Expenses & distributions
- Benefits paid
- $1,214,571
- Administrative expenses
- $121,205
- Total expenses
- $1,344,003
- Net increase / (decrease)
- $5,965,891
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $121,205 | $0 | 2023 |
| Mai Capital Management | INVESTMENT ADVISORY | $0 | $38,591 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Guardian Fueling Technologies LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Jacksonville, FL
- Principal Life Insurance Company — Schedule C compensation
- Mai Capital Management — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation