Gardner 401(K) Plan For Non-Union Employees — Form 5500 plan (Gardner Family Health Network, 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, Gardner 401(K) Plan For Non-Union Employees is a benefit plan reported by Gardner Family Health Network, Inc. under EIN 94-1743078 and plan number 004. The latest loaded filing year is 2023. The filing reports 647 participants and $26,423,659 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gardner Family Health Network, Inc.
- EIN
- 94-1743078
- Plan number
- 004
- Plan type
- 2
- Location
- San Jose, CA
- Latest filing year
- 2023
- Participants
- 647
- End-of-year plan assets
- $26,423,659
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 647 | H, C | 20240904173731NAL0011287379001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,423,659
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,423,659
- Net assets (BOY)
- $22,696,149
Income & contributions
- Employer contributions
- $690,620
- Participant contributions
- $1,230,078
- Total contributions
- $1,984,115
- Total income / additions
- $5,496,484
Expenses & distributions
- Benefits paid
- $1,681,214
- Administrative expenses
- $86,158
- Total expenses
- $1,768,974
- Net increase / (decrease)
- $3,727,510
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $71,361 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $9,289 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $5,508 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Gardner Family Health Network, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Jose, CA
- Ubs Financial Services Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation