Plan5500

Guardian Fleet Services, Inc. Employee Stock Ownership Plan — Form 5500 plan (Guardian Fleet Services, 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, Guardian Fleet Services, Inc. Employee Stock Ownership Plan is a benefit plan reported by Guardian Fleet Services, Inc. under EIN 82-1297296 and plan number 001. The latest loaded filing year is 2023. The filing reports 207 participants and $1,889,641 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Guardian Fleet Services, Inc.
EIN
82-1297296
Plan number
001
Plan type
2
Location
West Palm Beach, FL
Latest filing year
2023
Participants
207
End-of-year plan assets
$1,889,641

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023207H, C20241015082141NAL0029003953001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,889,641
Total liabilities (EOY)
$0
Net assets (EOY)
$1,889,641
Net assets (BOY)
$17,894,234

Income & contributions

Total contributions
$0
Total income / additions
-$11,237,939

Expenses & distributions

Benefits paid
$4,655,887
Administrative expenses
$110,767
Total expenses
$4,766,654
Net increase / (decrease)
-$16,004,593

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mml Investors Services, LLCADVISOR$47,368not reported in the loaded dataset2023
Esop PartnersTHIRD PARTY ADMINISTRATO$35,940not reported in the loaded dataset2023
Blue & Co LLC FeeCPA$15,000not reported in the loaded dataset2023
Penchecks Trust Company Of AmericaDISTRIBUTION SERVICES$7,140not reported in the loaded dataset2023
Lynch, Cox, Gilman, & GoodmanATTORNEY$5,320not reported in the loaded dataset2023

Related Form 5500 pages