Galardi Group Retirement And Savings Plan — Form 5500 plan (Galardi Group 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, Galardi Group Retirement And Savings Plan is a benefit plan reported by Galardi Group Inc. under EIN 95-2395313 and plan number 001. The latest loaded filing year is 2023. The filing reports 62 participants and $17,075,860 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Galardi Group Inc.
- EIN
- 95-2395313
- Plan number
- 001
- Plan type
- 2
- Location
- Tustin, CA
- Latest filing year
- 2023
- Participants
- 62
- End-of-year plan assets
- $17,075,860
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 62 | I | 20241014104335NAL0014785667001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $17,075,860
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,075,860
- Net assets (BOY)
- $17,336,051
Income & contributions
- Employer contributions
- $339,854
- Participant contributions
- $668,034
- Total income / additions
- $5,228,391
Expenses & distributions
- Benefits paid
- $5,487,532
- Administrative expenses
- $1,050
- Total expenses
- $5,488,582
- Net increase / (decrease)
- -$260,191
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.