Guardian Healthcare LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Guardian Healthcare LLC)

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, Guardian Healthcare LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Guardian Healthcare LLC under EIN 26-3034934 and plan number 001. The latest loaded filing year is 2023. The filing reports 281 participants and $1,542,375 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.5MPlan net assets, end of year$1,542,375
Participants281Covered participants reported
Assets / participant$5.5KComputed: assets ÷ participants$5,489 (computed)
Provider compensation$5.2K1 Schedule C provider row(s)$5,157
Plan sponsor
Guardian Healthcare LLC
EIN
26-3034934
Plan number
001
Plan type
2
Location
Jamaica Plain, MA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023281H, C20241015154749NAL0016794899001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$1.5M total assets
Net assets$1.5MLiabilities$0
Money in vs. money out
Total income / additions$635.4K
Total expenses$58.4K
Benefits paid / distributions$52.6K
Contributions
Employer$193.6K
Participant$238.8K
Full reported line items

Net assets

Total assets (EOY)
$1,542,375
Total liabilities (EOY)
$0
Net assets (EOY)
$1,542,375
Net assets (BOY)
$965,334

Income & contributions

Employer contributions
$193,648
Participant contributions
$238,793
Total contributions
$432,441
Total income / additions
$635,394

Expenses & distributions

Benefits paid
$52,559
Administrative expenses
$5,794
Total expenses
$58,353
Net increase / (decrease)
$577,041
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 45%Participant 55%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income8%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Paychex, Inc.RECORDKEEPER$5,157not reported in the loaded dataset2023

Related Form 5500 pages