2023 Form 5500 filing — Gardner-Fox Associates, Inc. 401(K) & Profit Sharing 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 20240711095416NAL0032597826001) for Gardner-Fox Associates, Inc. 401(K) & Profit Sharing Plan, reported by Gardner-Fox Associates, Inc. under EIN 23-2464162 and plan number 002. It reports 43 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240711095416NAL0032597826001
Filing year
2023
Form type
2
Plan sponsor
Gardner-Fox Associates, Inc.
EIN
23-2464162
Plan number
002
Location
Bryn Mawr, PA
Participants
43
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$4,106,257
Total liabilities (EOY)
$0
Net assets (EOY)
$4,106,257
Employer contributions
$28,383
Participant contributions
$189,917
Total income / additions
$935,492
Benefits paid
$1,652,426
Administrative expenses
$710
Total expenses
$1,653,489
Net increase / (decrease)
-$717,997
Schedule source
Schedule I

Related Form 5500 pages