2023 Form 5500 filing — Safe-Harbor 401(K) Profit Sharing Plan For Employees Of The Guidance Center, Inc.
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 20241009152628NAL0019527121001) for Safe-Harbor 401(K) Profit Sharing Plan For Employees Of The Guidance Center, Inc., reported by The Guidance Center, Inc. under EIN 86-0223720 and plan number 001. It reports 174 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009152628NAL0019527121001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Guidance Center, Inc.
- EIN
- 86-0223720
- Plan number
- 001
- Location
- Flagstaff, AZ
- Participants
- 174
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,877,085
- Net assets (EOY)
- $7,877,085
- Employer contributions
- $232,589
- Participant contributions
- $529,978
- Total income / additions
- $2,019,442
- Benefits paid
- $1,656,498
- Administrative expenses
- $27,358
- Total expenses
- $1,684,719
- Net increase / (decrease)
- $334,723
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Life Insurance Company | RECORDKEEPER | $11,191 | $0 |
| Edward D Jones & Company | INVESTMENT ADVISOR | $10,987 | $0 |
| Nova 401(K) Associates | TPA | $3,850 | $241 |