Garratt-Callahan Company Employees' Profit Sharing Plan — Form 5500 plan (Garratt-Callahan Company)
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, Garratt-Callahan Company Employees' Profit Sharing Plan is a benefit plan reported by Garratt-Callahan Company under EIN 94-0497430 and plan number 001. The latest loaded filing year is 2023. The filing reports 464 participants and $68,236,813 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Garratt-Callahan Company
- EIN
- 94-0497430
- Plan number
- 001
- Plan type
- 2
- Location
- Burlingame, CA
- Latest filing year
- 2023
- Participants
- 464
- End-of-year plan assets
- $68,236,813
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 464 | H, C | 20241015155226NAL0015010851001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $68,236,813
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $68,236,813
- Net assets (BOY)
- $59,724,892
Income & contributions
- Employer contributions
- $375,000
- Participant contributions
- $3,233,160
- Total contributions
- $3,818,952
- Total income / additions
- $14,086,401
Expenses & distributions
- Benefits paid
- $5,233,008
- Administrative expenses
- $341,472
- Total expenses
- $5,574,480
- Net increase / (decrease)
- $8,511,921
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Chapman Invetment Management LLC | INVESTMENT MANAGER | $308,732 | not reported in the loaded dataset | 2023 |
| Navolio & Tallman Llp | ACCOUNTANT | $22,940 | not reported in the loaded dataset | 2023 |
| Primark Benefits | THIRD PARTY ADMIN | $9,800 | not reported in the loaded dataset | 2023 |