Gardner 401(K) Plan For Afscme Local 101 Represented 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 Afscme Local 101 Represented Employees is a benefit plan reported by Gardner Family Health Network, Inc. under EIN 94-1743078 and plan number 005. The latest loaded filing year is 2023. The filing reports 327 participants and $3,983,462 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$4MPlan net assets, end of year$3,983,462
Participants327Covered participants reported
Assets / participant$12.2KComputed: assets ÷ participants$12,182 (computed)
Provider compensation$14.5K3 Schedule C provider row(s)$14,539
- Plan sponsor
- Gardner Family Health Network, Inc.
- EIN
- 94-1743078
- Plan number
- 005
- Plan type
- 2
- Location
- San Jose, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 327 | H, C | 20240904172201NAL0020516049001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$4M total assets
Net assets$4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $3,983,462
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,983,462
- Net assets (BOY)
- $3,594,930
Income & contributions
- Employer contributions
- $167,040
- Participant contributions
- $164,093
- Total contributions
- $331,133
- Total income / additions
- $674,912
Expenses & distributions
- Benefits paid
- $262,046
- Administrative expenses
- $14,539
- Total expenses
- $286,380
- Net increase / (decrease)
- $388,532
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
50%50%
Employer 50%Participant 50%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income39%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $11,038 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $3,424 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $77 | not reported in the loaded dataset | 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 Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation