2023 Form 5500 filing — Guess & Rudd P.C. 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240812134218NAL0016521536001) for Guess & Rudd P.C. 401(K) Plan, reported by Guess & Rudd P.C. under EIN 92-0037695 and plan number 003. It reports 18 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.6MReported net assets$2,571,368
Participants18
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240812134218NAL0016521536001
Plan sponsor
Guess & Rudd P.C.
EIN
92-0037695
Plan number
003
Location
Anchorage, AK
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2.6M total assets
Net assets$2.6MLiabilities$0
Money in vs. money out
Total income / additions$561.7K
Total expenses$639K
Benefits paid / distributions$615.7K
Contributions
Employer$46.2K
Participant$101K
Full reported line items
Total assets (EOY)
$2,571,368
Total liabilities (EOY)
$0
Net assets (EOY)
$2,571,368
Employer contributions
$46,156
Participant contributions
$100,950
Total income / additions
$561,659
Benefits paid
$615,726
Administrative expenses
$6,977
Total expenses
$638,987
Net increase / (decrease)
-$77,328

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240812134218NAL0016521536001 cover?
It is the 2023 Form 5500 filing for Guess & Rudd P.C. 401(K) Plan, reported by Guess & Rudd P.C. (EIN 92-0037695).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages