2023 Form 5500 filing — The Garibaldi Company 401(K) Profit Sharing Plan And Trust

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 20241003120312NAL0009805777001) for The Garibaldi Company 401(K) Profit Sharing Plan And Trust, reported by Mgd, Inc. Dba The Garibaldi Company under EIN 68-0348797 and plan number 001. It reports 147 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)$8.5MReported net assets$8,539,907
Participants147
Provider compensation$16.7K2 Schedule C row(s)$16,672
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241003120312NAL0009805777001
Plan sponsor
Mgd, Inc. Dba The Garibaldi Company
EIN
68-0348797
Plan number
001
Location
Stockton, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$8.5M total assets
Net assets$8.5MLiabilities$0
Money in vs. money out
Total income / additions$2.2M
Total expenses$382.5K
Benefits paid / distributions$339.3K
Contributions
Employer$212.4K
Participant$495.7K
Full reported line items
Total assets (EOY)
$8,539,907
Total liabilities (EOY)
$0
Net assets (EOY)
$8,539,907
Employer contributions
$212,437
Participant contributions
$495,718
Total income / additions
$2,182,434
Benefits paid
$339,330
Administrative expenses
$16,672
Total expenses
$382,453
Net increase / (decrease)
$1,799,981
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    AUDITOR · Direct $9.7K
  2. 2
    RECORDKEEPER · Direct $7K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241003120312NAL0009805777001 cover?
It is the 2023 Form 5500 filing for The Garibaldi Company 401(K) Profit Sharing Plan And Trust, reported by Mgd, Inc. Dba The Garibaldi Company (EIN 68-0348797).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages