The Garlic Company 401(K) Retirement Plan — Form 5500 plan (The Garlic 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, The Garlic Company 401(K) Retirement Plan is a benefit plan reported by The Garlic Company under EIN 94-2788202 and plan number 001. The latest loaded filing year is 2023. The filing reports 194 participants and $7,110,364 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Garlic Company
- EIN
- 94-2788202
- Plan number
- 001
- Plan type
- 2
- Location
- Shafter, CA
- Latest filing year
- 2023
- Participants
- 194
- End-of-year plan assets
- $7,110,364
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 194 | H, C | 20241015154949NAL0016798627001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,110,364
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,110,364
- Net assets (BOY)
- $6,788,934
Income & contributions
- Employer contributions
- $250,031
- Participant contributions
- $588,090
- Total contributions
- $838,121
- Total income / additions
- $1,754,769
Expenses & distributions
- Benefits paid
- $1,366,473
- Administrative expenses
- $23,939
- Total expenses
- $1,433,339
- Net increase / (decrease)
- $321,430
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pensionmark Financial Group LLC | ADVISOR | $20,287 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $3,652 | $0 | 2023 |