2023 Form 5500 filing — Gmg Employees 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 20241014141454NAL0027529041001) for Gmg Employees Savings Plan, reported by Garber Management Group, Inc. under EIN 38-1280515 and plan number 003. It reports 2,622 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014141454NAL0027529041001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Garber Management Group, Inc.
- EIN
- 38-1280515
- Plan number
- 003
- Location
- Saginaw, MI
- Participants
- 2,622
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $107,029,834
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $107,029,834
- Employer contributions
- $3,671,498
- Participant contributions
- $9,870,560
- Total income / additions
- $28,010,620
- Benefits paid
- $8,321,102
- Administrative expenses
- $292,368
- Total expenses
- $8,614,049
- Net increase / (decrease)
- $19,396,571
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American Trust Company | CONTRACT ADMIN8 | $179,099 | $87,680 |
| Michael T. Stelter & Associates | INVESTMENT ADVISOR | $111,353 | not reported in the loaded dataset |