2023 Form 5500 filing — Guideit, LLC 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 20240827142245NAL0006144803001) for Guideit, LLC 401(K) Plan, reported by Guideit, LLC under EIN 85-4003966 and plan number 001. It reports 206 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.8MReported net assets$4,820,806

Participants206

Provider compensation$31.5K4 Schedule C row(s)$31,510

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240827142245NAL0006144803001
Plan sponsor: Guideit, LLC
EIN: 85-4003966
Plan number: 001
Location: Plano, TX
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$4.8M total assets

Net assets$4.8MLiabilities—

Money in vs. money out

Total income / additions$1.9M

Total expenses$851K

Benefits paid / distributions$824.5K

Contributions

Employer$255.8K

Participant$552.8K

Full reported line items

Total assets (EOY): $4,820,806
Net assets (EOY): $4,820,806
Employer contributions: $255,802
Participant contributions: $552,752
Total income / additions: $1,878,890
Benefits paid: $824,452
Administrative expenses: $26,565
Total expenses: $851,017
Net increase / (decrease): $1,027,873

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Cetera Advisor Networks LLC$16.8K
INVESTMENT ADVISOR · Direct $16.8K · Indirect $0
2
Empower Annuity Insurance Company$7.4K
RECORDKEEPER · Direct $7.4K · Indirect $0
3
Definiti LLC$5.9K
CONTRACT ADMIN · Direct $5.9K · Indirect $0
4
Empower Advisory Group, LLC$1.4K
INVESTMENT MGMT · Direct $1.4K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240827142245NAL0006144803001 cover?: It is the 2023 Form 5500 filing for Guideit, LLC 401(K) Plan, reported by Guideit, LLC (EIN 85-4003966).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).