2023 Form 5500 filing — Guardian Angels 403b Retirement 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 20241011171419NAL0037818400001) for Guardian Angels 403b Retirement Plan, reported by Guardian Angels Health Services Inc. under EIN 41-0858938 and plan number 005. It reports 579 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011171419NAL0037818400001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Guardian Angels Health Services Inc.
- EIN
- 41-0858938
- Plan number
- 005
- Location
- Elk River, MN
- Participants
- 579
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,175,416
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,175,416
- Employer contributions
- $501,507
- Participant contributions
- $925,737
- Total income / additions
- $2,794,804
- Benefits paid
- $795,227
- Administrative expenses
- $20,059
- Total expenses
- $815,286
- Net increase / (decrease)
- $1,979,518
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American United Life Insurance Co | NONE | $6,469 | $19,021 |
| Gallagher Benefit Svcs Inc | NONE | $13,607 | not reported in the loaded dataset |