2023 Form 5500 filing — Garrett Transportation I, Inc. 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 20241009113955NAL0018235873001) for Garrett Transportation I, Inc. 401(K) Plan, reported by Garrett Transportation I, Inc. under EIN 82-4723195 and plan number 001. It reports 279 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)$24.2MReported net assets$24,186,555
Participants279
Provider compensation$108.2K3 Schedule C row(s)$108,187
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009113955NAL0018235873001
Plan sponsor
Garrett Transportation I, Inc.
EIN
82-4723195
Plan number
001
Location
Wilmington, DE
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)$24.2M total assets
Net assets$24.2MLiabilities$0
Money in vs. money out
Total income / additions$9.3M
Total expenses$2M
Benefits paid / distributions$1.8M
Contributions
Employer$1.8M
Participant$3.3M
Full reported line items
Total assets (EOY)
$24,186,555
Total liabilities (EOY)
$0
Net assets (EOY)
$24,186,555
Employer contributions
$1,771,390
Participant contributions
$3,288,833
Total income / additions
$9,294,476
Benefits paid
$1,835,773
Administrative expenses
$112,874
Total expenses
$1,956,244
Net increase / (decrease)
$7,338,232
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISOR · Direct $60.2K
  2. 2
    Crowe Llp$38.6K
    ACCOUNTANT/AUDITOR · Direct $38.6K
  3. 3
    RECORDKEEPER · Direct $9.3K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009113955NAL0018235873001 cover?
It is the 2023 Form 5500 filing for Garrett Transportation I, Inc. 401(K) Plan, reported by Garrett Transportation I, Inc. (EIN 82-4723195).
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