Ubg 401(K) - Garden City (Sh Plan) — Form 5500 plan (Garden City Co-Op, 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, Ubg 401(K) - Garden City (Sh Plan) is a benefit plan reported by Garden City Co-Op, Inc. under EIN 48-0231740 and plan number 002. The latest loaded filing year is 2023. The filing reports 181 participants and $9,593,014 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Garden City Co-Op, Inc.
- EIN
- 48-0231740
- Plan number
- 002
- Plan type
- 2
- Location
- Garden City, KS
- Latest filing year
- 2023
- Participants
- 181
- End-of-year plan assets
- $9,593,014
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 181 | H, C | 20250603200633NAL0010923937001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,593,014
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,593,014
- Net assets (BOY)
- $8,314,971
Income & contributions
- Employer contributions
- $278,370
- Participant contributions
- $354,550
- Total contributions
- $632,920
- Total income / additions
- $2,186,729
Expenses & distributions
- Benefits paid
- $871,712
- Administrative expenses
- $28,263
- Total expenses
- $908,686
- Net increase / (decrease)
- $1,278,043
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $14,445 | $0 | 2023 |
| United Benefits Group | CONTRACT ADMIN | $8,818 | not reported in the loaded dataset | 2023 |
| Intellicents Investment Solutions | INVESTMENT ADVISOR | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Garden City Co-Op, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KS
- 401(k) and benefit plan filings in Garden City, KS
- Empower Annuity Insurance Company — Schedule C compensation
- United Benefits Group — Schedule C compensation
- Intellicents Investment Solutions — Schedule C compensation