2023 Form 5500 filing — Garan 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 20241015145443NAL0050023472001) for Garan 401(K) Plan, reported by Garan, Inc. under EIN 13-5665557 and plan number 012. It reports 423 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015145443NAL0050023472001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Garan, Inc.
- EIN
- 13-5665557
- Plan number
- 012
- Location
- New York, NY
- Participants
- 423
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,835,166
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,835,166
- Employer contributions
- $1,298,996
- Participant contributions
- $1,398,791
- Total income / additions
- $9,041,419
- Benefits paid
- $53,473
- Administrative expenses
- $17,101
- Total expenses
- $70,574
- Net increase / (decrease)
- $8,970,845
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Orenda Retirement, LLC | CONTRACT ADMINISTRATOR | $3,610 | $16,569 |
| Aurora Private Wealth, Inc. | INVESTMENT ADVISORY | $0 | $15,417 |
| Principallife Insurance Company | CONTRACT ADMINISTRATOR | $13,499 | $0 |