How big is Gary Ventures Inc.'s plan?

Gary Ventures Inc.'s plan reported $23.8M in assets and 43 participants for 2022.

Original filing (PDF)20230608101803NAL0059944338001

Gary Ventures Inc.

Name: Gary Ventures Inc. — The Gary Tax Advantaged Savings, Form 5500 (2022)
Creator: Gary Ventures Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Gary Tax Advantaged Savings Program

401(k) retirement plan · Gary Ventures Inc.'s The Gary Tax Advantaged Savings Program held $23.8M in plan assets for 43 participants in 2022.

Active participants

Accounts w/ balance

113

Plan assets (EOY)

$23.8M

Net assets (EOY)

$23.8M

Plan identifiers

Gary Ventures Inc.'s EIN is 84-1094590.

EIN 84-1094590

Plan number 001

Plan year 2022

ACK ID 20230608101803NAL0059944338001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Gary Ventures Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Gary Ventures Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

GARY VENTURES INC.

EIN

all filings

Address

1705 17TH STREET, SUITE 200 · DENVER, CO · 802025653

Phone

(303) 628-3800

Industry

Management of Companies / Holdings

Plan administrator