Plan5500

Garrett Consulting, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Consulting, Inc. (EIN 47-4503912) is a plan sponsor located in Lombard, IL with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
47-4503912
Location
Lombard, IL
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Garrett Consulting, Inc.

  • 2 loaded plans hold $3.7M in reported assets.
  • The largest, Garrett Consulting 401(K) Plan And Trust, holds 63% of this company's reported plan assets.
  • Plans cover 9 reported participants.
  • 2 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.7MSummed across loaded plans$3,650,306
Total reported assets$3.7M$3,650,306
Total reported participants9
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$3.7M total assets
Net assets$3.7MLiabilities$0
Contributions & income
Employer contributions$172.1K
Participant contributions$30K
Total income / additions$603.8K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$0
Net increase / (decrease)$603.8K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets63%Garrett Consulting 401(K) Plan And Trust
Participants per plan5Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Garrett Consulting 401(K) Plan And Trust$2.3M
    Plan #001 · 5 participants · 2023
  2. 2
    Garrett Consulting Cash Balance Plan And Trust$1.4M
    Plan #002 · 4 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Garrett Consulting, Inc.. Open one for its full reported snapshot.

  1. 2023
    Garrett Consulting 401(K) Plan And Trust5 participants · 2Sch I
    View filing →
  2. 2023
    Garrett Consulting Cash Balance Plan And Trust4 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Garrett Consulting, Inc. report on Form 5500?
Garrett Consulting, Inc. (EIN 47-4503912) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Garrett Consulting, Inc.?
The Employer Identification Number (EIN) reported for Garrett Consulting, Inc. is 47-4503912.
What is the latest Form 5500 filing year for Garrett Consulting, Inc.?
The latest loaded Form 5500 filing year for Garrett Consulting, Inc. is 2023.

Related Form 5500 pages