How many benefit plans does Guideline, Inc. report on Form 5500?

Guideline, Inc. (EIN 47-4474775) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Guideline, Inc.?

The Employer Identification Number (EIN) reported for Guideline, Inc. is 47-4474775.

What is the latest Form 5500 filing year for Guideline, Inc.?

The latest loaded Form 5500 filing year for Guideline, Inc. is 2023.

Guideline, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Guideline, Inc. (EIN 47-4474775) is a plan sponsor located in Burlingame, CA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 47-4474775
Location: Burlingame, CA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $25,271,811
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $25,271,811

Contributions & income

Employer contributions: $1,888,558
Participant contributions: $4,143,315
Total income / additions: $11,254,606

Expenses & distributions

Benefits paid / distributions: $2,879,795
Total expenses: $2,930,731
Net increase / (decrease): $8,323,875

Coverage

Total reported participants: 885
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Guideline, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Guideline 401(K) Plan	001	461	$25,271,811	2023
Guideline, Inc. Welfare Benefits Plan	501	424	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Guideline, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Guideline 401(K) Plan	461	H, C	20240821153833NAL0004047041001
2023	Guideline, Inc. Welfare Benefits Plan	424	—	20240930120723NAL0009360736001