2023 Form 5500 filing — The Cleveland Guardians 401(K) 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 20241001080301NAL0003838963002) for The Cleveland Guardians 401(K) Plan, reported by Cleveland Guardians Baseball Company, LLC under EIN 34-1547452 and plan number 002. It reports 3,022 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)$50.9MReported net assets$50,867,329
Participants3K3,022
Provider compensation$14.2K2 Schedule C row(s)$14,225
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241001080301NAL0003838963002
Plan sponsor
Cleveland Guardians Baseball Company, LLC
EIN
34-1547452
Plan number
002
Location
Cleveland, OH
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)$50.9M total assets
Net assets$50.9MLiabilities
Money in vs. money out
Total income / additions$13M
Total expenses$2.1M
Benefits paid / distributions$2.1M
Contributions
Employer$1.9M
Participant$3.6M
Full reported line items
Total assets (EOY)
$50,867,329
Net assets (EOY)
$50,867,329
Employer contributions
$1,926,999
Participant contributions
$3,628,527
Total income / additions
$12,953,081
Benefits paid
$2,073,251
Administrative expenses
$14,225
Total expenses
$2,087,476
Net increase / (decrease)
$10,865,605

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Schwab Retirement Plan Services,IncNONE$14,225not reported in the loaded dataset
Charles Schwab & Co., Inc.NONE$0$0

Related Form 5500 pages