2023 Form 5500 filing — Gardner Agency Retirement Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240311132039NAL0034584833001) for Gardner Agency Retirement Plan, reported by Gardner Agency, Inc. under EIN 85-1883927 and plan number 001. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240311132039NAL0034584833001
Filing year
2023
Form type
2
Plan sponsor
Gardner Agency, Inc.
EIN
85-1883927
Plan number
001
Location
Chapin, SC
Participants
3
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$17,634
Net assets (EOY)
$17,634
Total income / additions
-$16,907
Total expenses
$0
Net increase / (decrease)
-$16,907
Schedule source
Schedule I

Related Form 5500 pages