2023 Form 5500 filing — The Garlic Company 401(K) 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 20241015154949NAL0016798627001) for The Garlic Company 401(K) Retirement Plan, reported by The Garlic Company under EIN 94-2788202 and plan number 001. It reports 194 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$7.1MReported net assets$7,110,364
Participants194
Provider compensation$23.9K2 Schedule C row(s)$23,939
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015154949NAL0016798627001
- Plan sponsor
- The Garlic Company
- EIN
- 94-2788202
- Plan number
- 001
- Location
- Shafter, CA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$7.1M total assets
Net assets$7.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $7,110,364
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,110,364
- Employer contributions
- $250,031
- Participant contributions
- $588,090
- Total income / additions
- $1,754,769
- Benefits paid
- $1,366,473
- Administrative expenses
- $23,939
- Total expenses
- $1,433,339
- Net increase / (decrease)
- $321,430
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pensionmark Financial Group LLC | ADVISOR | $20,287 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $3,652 | $0 |