2023 Form 5500 filing — Gardner 401(K) Plan For Seiu Represented Employees
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 20240904171658NAL0020511329001) for Gardner 401(K) Plan For Seiu Represented Employees, reported by Gardner Family Health Network under EIN 94-1743078 and plan number 006. It reports 375 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240904171658NAL0020511329001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gardner Family Health Network
- EIN
- 94-1743078
- Plan number
- 006
- Location
- San Jose, CA
- Participants
- 375
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,633,512
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,633,512
- Employer contributions
- $310,647
- Participant contributions
- $499,981
- Total income / additions
- $1,829,838
- Benefits paid
- $824,419
- Administrative expenses
- $31,225
- Total expenses
- $855,644
- Net increase / (decrease)
- $974,194
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $20,712 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $5,445 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,068 | not reported in the loaded dataset |