Garrett Electronics, Inc. Retirement Savings Plan — Form 5500 plan (Garrett Electronics, 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, Garrett Electronics, Inc. Retirement Savings Plan is a benefit plan reported by Garrett Electronics, Inc. under EIN 75-2242670 and plan number 002. The latest loaded filing year is 2023. The filing reports 271 participants and $17,304,750 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Garrett Electronics, Inc.
EIN
75-2242670
Plan number
002
Plan type
2
Location
Garland, TX
Latest filing year
2023
Participants
271
End-of-year plan assets
$17,304,750

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023271H, C20241007095935NAL0007466707001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,304,750
Total liabilities (EOY)
$0
Net assets (EOY)
$17,304,750
Net assets (BOY)
$14,668,070

Income & contributions

Employer contributions
$214,181
Participant contributions
$892,772
Total contributions
$1,198,352
Total income / additions
$4,238,052

Expenses & distributions

Benefits paid
$1,530,868
Administrative expenses
$64,215
Total expenses
$1,601,372
Net increase / (decrease)
$2,636,680

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Frost BankADVISOR$37,762not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$24,958$02023

Related Form 5500 pages