2023 Form 5500 filing — Garrett Popcorn Shops Retirement Savings 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 20241014092204NAL0045452080001) for Garrett Popcorn Shops Retirement Savings Plan, reported by Garrett Popcorn Holding Company, LLC under EIN 45-4561610 and plan number 001. It reports 720 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014092204NAL0045452080001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Garrett Popcorn Holding Company, LLC
- EIN
- 45-4561610
- Plan number
- 001
- Location
- Aurora, IL
- Participants
- 720
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,627,481
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,627,481
- Employer contributions
- $65,000
- Participant contributions
- $576,971
- Total income / additions
- $1,200,166
- Benefits paid
- $460,825
- Administrative expenses
- $51,840
- Total expenses
- $512,665
- Net increase / (decrease)
- $687,501
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alliance Pension Consultants, LLC | RECORDKEEPER | $43,882 | not reported in the loaded dataset |
| Mesirow Financial | INVESTMENT ADVISOR | $7,958 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $0 | $3,390 |
| Charles Schwab & Co., Inc | NONE | $0 | $0 |