2023 Form 5500 filing — Garratt-Callahan Company Employees' Profit Sharing 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 20241015155226NAL0015010851001) for Garratt-Callahan Company Employees' Profit Sharing Plan, reported by Garratt-Callahan Company under EIN 94-0497430 and plan number 001. It reports 464 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015155226NAL0015010851001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Garratt-Callahan Company
- EIN
- 94-0497430
- Plan number
- 001
- Location
- Burlingame, CA
- Participants
- 464
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $68,236,813
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $68,236,813
- Employer contributions
- $375,000
- Participant contributions
- $3,233,160
- Total income / additions
- $14,086,401
- Benefits paid
- $5,233,008
- Administrative expenses
- $341,472
- Total expenses
- $5,574,480
- Net increase / (decrease)
- $8,511,921
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Chapman Invetment Management LLC | INVESTMENT MANAGER | $308,732 | not reported in the loaded dataset |
| Navolio & Tallman Llp | ACCOUNTANT | $22,940 | not reported in the loaded dataset |
| Primark Benefits | THIRD PARTY ADMIN | $9,800 | not reported in the loaded dataset |