Garland Industries, Inc. Savings And Security Plan — Form 5500 plan (Garland Industries, 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, Garland Industries, Inc. Savings And Security Plan is a benefit plan reported by Garland Industries, Inc. under EIN 34-1115246 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,637 participants and $51,647,113 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Garland Industries, Inc.
EIN
34-1115246
Plan number
001
Plan type
2
Location
Independence, OH
Latest filing year
2023
Participants
1,637
End-of-year plan assets
$51,647,113

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,637H, C20250912123150NAL0000817027001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$51,647,113
Total liabilities (EOY)
$0
Net assets (EOY)
$51,647,113
Net assets (BOY)
$41,261,111

Income & contributions

Employer contributions
$20,523
Participant contributions
$1,965,532
Total contributions
$9,760,976
Total income / additions
$18,322,628

Expenses & distributions

Benefits paid
$7,718,476
Administrative expenses
$108,383
Total expenses
$7,941,247
Net increase / (decrease)
$10,381,381

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cbiz Investment Advisory Services,INVESTMENT ADVISOR$69,639not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$33,874$02023

Related Form 5500 pages