Plan5500

C. H. Guernsey & Company — 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, C. H. Guernsey & Company (EIN 73-0590816) is a plan sponsor located in Oklahoma City, OK 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
73-0590816
Location
Oklahoma City, OK
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for C. H. Guernsey & Company

  • 3 loaded plans hold $71.7M in reported assets.
  • The largest, C.H. Guernsey & Co. 401(K) Savings And Profit Sharing Plan, holds 52% of this company's reported plan assets.
  • Plans cover 466 reported participants.
  • 2 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$65.8MSummed across loaded plans$65,770,818
Total reported assets$71.7M$71,667,315
Total reported participants466
Total reported liabilities$5.9M$5,896,497

Reported net position

Reported assets = net assets + liabilities (summed)$71.7M total assets
Net assets$65.8MLiabilities$5.9M
Contributions & income
Employer contributions$2.4M
Participant contributions$1.2M
Total income / additions$18.8M
Expenses & distributions
Benefits paid / distributions$5.8M
Total expenses$6M
Net increase / (decrease)$12.8M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets52%C.H. Guernsey & Co. 401(K) Savings And Profit Sharing Plan
Participants per plan155Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    C.H. Guernsey & Co. 401(K) Savings And Profit Sharing Plan$37M
    Plan #002 · 203 participants · 2023
  2. 2
    C.H. Guernsey & Company Employee Stock Ownership Plan$34.7M
    Plan #003 · 137 participants · 2023
  3. 3
    C. H. Guernsey & Company Health, Death, Ad&D Insurance Plannot reported in the loaded dataset
    Plan #503 · 126 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for C. H. Guernsey & Company. Open one for its full reported snapshot.

  1. 2023
    C. H. Guernsey & Company Health, Death, Ad&D Insurance Plan126 participants · 2No schedules
    View filing →
  2. 2023
    C.H. Guernsey & Co. 401(K) Savings And Profit Sharing Plan203 participants · 2Sch HSch C
    View filing →
  3. 2023
    C.H. Guernsey & Company Employee Stock Ownership Plan137 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does C. H. Guernsey & Company report on Form 5500?
C. H. Guernsey & Company (EIN 73-0590816) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for C. H. Guernsey & Company?
The Employer Identification Number (EIN) reported for C. H. Guernsey & Company is 73-0590816.
What is the latest Form 5500 filing year for C. H. Guernsey & Company?
The latest loaded Form 5500 filing year for C. H. Guernsey & Company is 2023.

Related Form 5500 pages