Gardner Financial Services Inc
Plan context: Gardner Financial Services Inc 401(K) Profit Sharing Plan & Trust
EIN 41-1589846 • 3 filings • 2 plans
Current Snapshot
Latest Year
2023
2023 Participants
5
2023 Assets
$261,748
2023 Contributions
$68,896
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 5 | $261,748 | $68,896 | $13,779iApproximate average salary by contribution assumption: employee only about $344,480 at 4% or $229,653 at 6%; with 50% employer match about $229,653 at 4% or $153,102 at 6%; with 100% employer match about $172,240 at 4% or $114,827 at 6%. |
| Gardner Financial Services Inc 401(K) Profit Sharing Plan & Trust | - | 5 | $261,748 | $68,896 | $13,779iApproximate average salary by contribution assumption: employee only about $344,480 at 4% or $229,653 at 6%; with 50% employer match about $229,653 at 4% or $153,102 at 6%; with 100% employer match about $172,240 at 4% or $114,827 at 6%. |
| 2022 | 1 | 3 | $159,029 | $55,163 | $18,388iApproximate average salary by contribution assumption: employee only about $459,692 at 4% or $306,461 at 6%; with 50% employer match about $306,461 at 4% or $204,307 at 6%; with 100% employer match about $229,846 at 4% or $153,231 at 6%. |
| Gardner Financial Services Inc 401(K) Profit Sharing Plan & Trust | - | 3 | $159,029 | $55,163 | $18,388iApproximate average salary by contribution assumption: employee only about $459,692 at 4% or $306,461 at 6%; with 50% employer match about $306,461 at 4% or $204,307 at 6%; with 100% employer match about $229,846 at 4% or $153,231 at 6%. |
| 2021 | 1 | 3 | $123,994 | $115,383 | $38,461iApproximate average salary by contribution assumption: employee only about $961,525 at 4% or $641,017 at 6%; with 50% employer match about $641,017 at 4% or $427,344 at 6%; with 100% employer match about $480,763 at 4% or $320,508 at 6%. |
| Gardner Financial Services Inc 401(K) Profit Sharing Plan & Trust | - | 3 | $123,994 | $115,383 | $38,461iApproximate average salary by contribution assumption: employee only about $961,525 at 4% or $641,017 at 6%; with 50% employer match about $641,017 at 4% or $427,344 at 6%; with 100% employer match about $480,763 at 4% or $320,508 at 6%. |