Gardner Agency Retirement Plan — Form 5500 plan (Gardner Agency, 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, Gardner Agency Retirement Plan is a benefit plan reported by Gardner Agency, Inc. under EIN 85-1883927 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $17,634 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gardner Agency, Inc.
- EIN
- 85-1883927
- Plan number
- 001
- Plan type
- 2
- Location
- Chapin, SC
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $17,634
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20240311132039NAL0034584833001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $17,634
- Net assets (EOY)
- $17,634
- Net assets (BOY)
- $34,541
Income & contributions
- Total income / additions
- -$16,907
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- -$16,907
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.