Garrison, Inc. 401(K) Retirement Savings Plan — Form 5500 plan (Garrison, 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, Garrison, Inc. 401(K) Retirement Savings Plan is a benefit plan reported by Garrison, Inc. under EIN 84-3498367 and plan number 001. The latest loaded filing year is 2023. The filing reports 801 participants and $26,006,597 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Garrison, Inc.
EIN
84-3498367
Plan number
001
Plan type
2
Location
Vinemont, AL
Latest filing year
2023
Participants
801
End-of-year plan assets
$26,006,597

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023801H, C20241013102427NAL0043617440001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,006,597
Total liabilities (EOY)
$0
Net assets (EOY)
$26,006,597
Net assets (BOY)
$19,378,573

Income & contributions

Employer contributions
$1,984,358
Participant contributions
$3,713,662
Total contributions
$6,211,889
Total income / additions
$10,072,001

Expenses & distributions

Benefits paid
$3,300,760
Administrative expenses
$90,662
Total expenses
$3,443,977
Net increase / (decrease)
$6,628,024

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$117,634$02023
Morgan Stanley Smith BarneyINVESTMENT/FINANCIAL ADVI$67,822$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages