2023 Form 5500 filing — Gardner 401(K) Plan For Non-Union 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 20240904173731NAL0011287379001) for Gardner 401(K) Plan For Non-Union Employees, reported by Gardner Family Health Network, Inc. under EIN 94-1743078 and plan number 004. It reports 647 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$26.4MReported net assets$26,423,659
Participants647
Provider compensation$86.2K3 Schedule C row(s)$86,158
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240904173731NAL0011287379001
- Plan sponsor
- Gardner Family Health Network, Inc.
- EIN
- 94-1743078
- Plan number
- 004
- Location
- San Jose, CA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$26.4M total assets
Net assets$26.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $26,423,659
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,423,659
- Employer contributions
- $690,620
- Participant contributions
- $1,230,078
- Total income / additions
- $5,496,484
- Benefits paid
- $1,681,214
- Administrative expenses
- $86,158
- Total expenses
- $1,768,974
- Net increase / (decrease)
- $3,727,510
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $71,361 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $9,289 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $5,508 | $0 |