The Guidance Center, 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, The Guidance Center, Inc. (EIN 86-0223720) is a plan sponsor located in Flagstaff, AZ 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
86-0223720
Location
Flagstaff, AZ
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$7,877,085
Total reported net assets (EOY)
$7,877,085

Contributions & income

Employer contributions
$232,589
Participant contributions
$529,978
Total income / additions
$2,019,442

Expenses & distributions

Benefits paid / distributions
$1,656,498
Total expenses
$1,684,719
Net increase / (decrease)
$334,723

Coverage

Total reported participants
341
Plans with financial statements
1
Plans with provider compensation
2

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

The Guidance Center, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Safe-Harbor 401(K) Profit Sharing Plan For Employees Of The Guidance Center, Inc.001174$7,877,0852023
The Guidance Center, Inc. Welfare Benefit Plan501167not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The Guidance Center, Inc.
YearPlanParticipantsSchedulesFiling
2023The Guidance Center, Inc. Welfare Benefit Plan167C20240905110254NAL0010330275001
2023Safe-Harbor 401(K) Profit Sharing Plan For Employees Of The Guidance Center, Inc.174H, C20241009152628NAL0019527121001

Related Form 5500 pages