2023 Form 5500 filing — Gt Independence 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 20241015154503NAL0058523602001) for Gt Independence 401(K) Plan, reported by Guardiantrac, LLC Dba Gt Independence under EIN 32-0112072 and plan number 001. It reports 422 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015154503NAL0058523602001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Guardiantrac, LLC Dba Gt Independence
- EIN
- 32-0112072
- Plan number
- 001
- Location
- Sturgis, MI
- Participants
- 422
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,349,497
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,349,497
- Employer contributions
- $462,798
- Participant contributions
- $743,645
- Total income / additions
- $2,180,128
- Benefits paid
- $356,896
- Administrative expenses
- $1,449
- Total expenses
- $353,769
- Net increase / (decrease)
- $1,826,359
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Southern Michigan Bank & Trust | INVESTMENT ADVISOR | $12,300 | not reported in the loaded dataset |
| Kdp Retirement Plan Services, Inc | CONTRACT ADMIN | $4,200 | $2,394 |
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $2,699 | $0 |