2023 Form 5500 filing — C.H. Guernsey & Co. 401(K) Savings And Profit Sharing 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 20240904162016NAL0020447057001) for C.H. Guernsey & Co. 401(K) Savings And Profit Sharing Plan, reported by C. H. Guernsey & Company under EIN 73-0590816 and plan number 002. It reports 203 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)$37MReported net assets$36,963,577
Participants203
Provider compensationNone reported1 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240904162016NAL0020447057001
Plan sponsor
C. H. Guernsey & Company
EIN
73-0590816
Plan number
002
Location
Oklahoma City, OK
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)$37M total assets
Net assets$37MLiabilities$37.7K
Money in vs. money out
Total income / additions$8.7M
Total expenses$2.5M
Benefits paid / distributions$2.5M
Contributions
Employer$234.9K
Participant$1.2M
Full reported line items
Total assets (EOY)
$37,001,268
Total liabilities (EOY)
$37,691
Net assets (EOY)
$36,963,577
Employer contributions
$234,933
Participant contributions
$1,249,456
Total income / additions
$8,714,671
Benefits paid
$2,454,333
Administrative expenses
$27,857
Total expenses
$2,524,653
Net increase / (decrease)
$6,190,018
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct -$7.7K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240904162016NAL0020447057001 cover?
It is the 2023 Form 5500 filing for C.H. Guernsey & Co. 401(K) Savings And Profit Sharing Plan, reported by C. H. Guernsey & Company (EIN 73-0590816).
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).

Related Form 5500 pages