Gardner Financial Services
Plan context: GARDNER FINANCIAL SERVICES RETIREMENT SAVINGS PLA
EIN 20-2749403 • San Antonio, TX • 12 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
214
2024 Assets
$2,632,554
2024 Contributions
$495,472
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 214 | $0 | $0 | - |
| Gardner Financial Services DBA Legacy Mutual Erisa Wrap Plan | - | 214 | - | - | - |
| 2023 | 3 | 0 | $0 | $0 | - |
| GARDNER FINANCIAL SERVICES DENTAL, VISION, AD&D & LIFE PLAN | - | 0 | - | - | - |
| GARDNER FINANCIAL SERVICES LTD PLAN | - | 0 | - | - | - |
| GARDNER FINANCIAL SERVICES MEDICAL PLAN | - | 0 | - | - | - |
| 2022 | 3 | 213 | $0 | $0 | - |
| GARDNER FINANCIAL SERVICES DENTAL, VISION, AD&D & LIFE PLAN | - | 213 | - | - | - |
| GARDNER FINANCIAL SERVICES LTD PLAN | - | 129 | - | - | - |
| GARDNER FINANCIAL SERVICES MEDICAL PLAN | - | 213 | - | - | - |
| 2012 | 1 | 0 | $0 | $495,472 | - |
| GARDNER FINANCIAL SERVICES RETIREMENT SAVINGS PLA | - | 0 | $0 | $495,472 | - |
| 2011 | 1 | 74 | $2,632,554 | $677,366 | $9,154iApproximate average salary by contribution assumption: employee only about $228,840 at 4% or $152,560 at 6%; with 50% employer match about $152,560 at 4% or $101,707 at 6%; with 100% employer match about $114,420 at 4% or $76,280 at 6%. |
| GARDNER FINANCIAL SERVICES RETIREMENT SAVINGS PLA | - | 74 | $2,632,554 | $677,366 | $9,154iApproximate average salary by contribution assumption: employee only about $228,840 at 4% or $152,560 at 6%; with 50% employer match about $152,560 at 4% or $101,707 at 6%; with 100% employer match about $114,420 at 4% or $76,280 at 6%. |
| 2010 | 1 | 47 | $2,078,258 | $521,690 | $11,100iApproximate average salary by contribution assumption: employee only about $277,495 at 4% or $184,996 at 6%; with 50% employer match about $184,996 at 4% or $123,331 at 6%; with 100% employer match about $138,747 at 4% or $92,498 at 6%. |
| GARDNER FINANCIAL SERVICES RETIREMENT SAVINGS PLA | - | 47 | $2,078,258 | $521,690 | $11,100iApproximate average salary by contribution assumption: employee only about $277,495 at 4% or $184,996 at 6%; with 50% employer match about $184,996 at 4% or $123,331 at 6%; with 100% employer match about $138,747 at 4% or $92,498 at 6%. |
| 2009 | 1 | 44 | $1,376,617 | $506,351 | $11,508iApproximate average salary by contribution assumption: employee only about $287,699 at 4% or $191,800 at 6%; with 50% employer match about $191,800 at 4% or $127,866 at 6%; with 100% employer match about $143,850 at 4% or $95,900 at 6%. |
| GARDNER FINANCIAL SERVICES RETIREMENT SAVINGS PLA | - | 44 | $1,376,617 | $506,351 | $11,508iApproximate average salary by contribution assumption: employee only about $287,699 at 4% or $191,800 at 6%; with 50% employer match about $191,800 at 4% or $127,866 at 6%; with 100% employer match about $143,850 at 4% or $95,900 at 6%. |
| 2008 | 1 | 0 | $0 | $0 | - |
| GARDNER FINANCIAL SERVICES RETIREMENT SAVINGS PLAN | - | 0 | - | - | - |