2023 Form 5500 filing — Garver 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 20241014112237NAL0014833955001) for Garver Retirement Plan, reported by Garver, LLC under EIN 01-0733400 and plan number 002. It reports 1,386 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014112237NAL0014833955001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Garver, LLC
- EIN
- 01-0733400
- Plan number
- 002
- Location
- North Little Rock, AR
- Participants
- 1,386
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $147,094,321
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $147,094,321
- Employer contributions
- $5,287,784
- Participant contributions
- $11,366,292
- Total income / additions
- $40,436,897
- Benefits paid
- $7,413,801
- Administrative expenses
- $205,507
- Total expenses
- $7,629,905
- Net increase / (decrease)
- $32,806,992
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $120,496 | $0 |
| Meridian Management Co | ADVISOR | $80,000 | not reported in the loaded dataset |
| Hogan Taylor Llp | ACCOUNTANT/AUDITOR | $5,125 | not reported in the loaded dataset |