Guardian Management LLC — 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, Guardian Management LLC (EIN 93-1325326) is a plan sponsor located in Portland, OR 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
93-1325326
Location
Portland, OR
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$6,363,249
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$6,363,249

Contributions & income

Employer contributions
$274,702
Participant contributions
$582,655
Total income / additions
$1,763,961

Expenses & distributions

Benefits paid / distributions
$429,576
Total expenses
$474,481
Net increase / (decrease)
$1,289,480

Coverage

Total reported participants
600
Plans with financial statements
1
Plans with provider compensation
1

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.

Largest loaded plans by reported assets

Guardian Management LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Guardian Management LLC 401(K) Plan001271$6,363,2492023
Guardian Management LLC Health And Welfare Benefit Plan502329not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Guardian Management LLC
YearPlanParticipantsSchedulesFiling
2023Guardian Management LLC Health And Welfare Benefit Plan32920240708162518NAL0008115267001
2023Guardian Management LLC 401(K) Plan271H, C20241015170057NAL0015129315001

Related Form 5500 pages