2023 Form 5500 filing — Gar Bennett, LLC. 401k 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 20241008163925NAL0008586323001) for Gar Bennett, LLC. 401k Profit Sharing Plan, reported by Gar Bennett, LLC. under EIN 94-1518726 and plan number 001. It reports 332 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)$21.1MReported net assets$21,082,357
Participants332
Provider compensation$19.1K2 Schedule C row(s)$19,068
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241008163925NAL0008586323001
Plan sponsor
Gar Bennett, LLC.
EIN
94-1518726
Plan number
001
Location
Reedley, 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)$21.1M total assets
Net assets$21.1MLiabilities$0
Money in vs. money out
Total income / additions$3.9M
Total expenses$2.5M
Benefits paid / distributions$2.4M
Contributions
Employer$674.5K
Participant$968.1K
Full reported line items
Total assets (EOY)
$21,082,357
Total liabilities (EOY)
$0
Net assets (EOY)
$21,082,357
Employer contributions
$674,479
Participant contributions
$968,139
Total income / additions
$3,912,742
Benefits paid
$2,374,536
Administrative expenses
$19,583
Total expenses
$2,534,997
Net increase / (decrease)
$1,377,745
Schedule C

Reported service provider compensation

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

  1. 1
    SERVICE PROVIDER · Direct $0 · Indirect $9.5K
  2. 2
    SERVICE PROVIDER · Direct $0 · Indirect $9.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008163925NAL0008586323001 cover?
It is the 2023 Form 5500 filing for Gar Bennett, LLC. 401k Profit Sharing Plan, reported by Gar Bennett, LLC. (EIN 94-1518726).
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