Gardner-Fox Associates, Inc. 401(K) & Profit Sharing Plan — Form 5500 plan (Gardner-Fox Associates, Inc.)
Plain-English plan 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, Gardner-Fox Associates, Inc. 401(K) & Profit Sharing Plan is a benefit plan reported by Gardner-Fox Associates, Inc. under EIN 23-2464162 and plan number 002. The latest loaded filing year is 2023. The filing reports 43 participants and $4,106,257 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gardner-Fox Associates, Inc.
- EIN
- 23-2464162
- Plan number
- 002
- Plan type
- 2
- Location
- Bryn Mawr, PA
- Latest filing year
- 2023
- Participants
- 43
- End-of-year plan assets
- $4,106,257
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 43 | I | 20240711095416NAL0032597826001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,106,257
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,106,257
- Net assets (BOY)
- $4,824,254
Income & contributions
- Employer contributions
- $28,383
- Participant contributions
- $189,917
- Total income / additions
- $935,492
Expenses & distributions
- Benefits paid
- $1,652,426
- Administrative expenses
- $710
- Total expenses
- $1,653,489
- Net increase / (decrease)
- -$717,997
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.