2023 Form 5500 filing — Vocational Guidance Services And Affiliates Retirement 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 20241011125125NAL0012499379001) for Vocational Guidance Services And Affiliates Retirement Plan, reported by Vocational Guidance Services, Inc. under EIN 34-0714650 and plan number 002. It reports 533 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)$1.9MReported net assets$1,899,390
Participants533
Provider compensation$62.7K2 Schedule C row(s)$62,707
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011125125NAL0012499379001
Plan sponsor
Vocational Guidance Services, Inc.
EIN
34-0714650
Plan number
002
Location
Cleveland, OH
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)$1.9M total assets
Net assets$1.9MLiabilities$0
Money in vs. money out
Total income / additions$348.4K
Total expenses$243.7K
Benefits paid / distributions$181K
Contributions
Employer$174.7K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$1,899,390
Total liabilities (EOY)
$0
Net assets (EOY)
$1,899,390
Employer contributions
$174,690
Total income / additions
$348,385
Benefits paid
$181,001
Administrative expenses
$62,700
Total expenses
$243,701
Net increase / (decrease)
$104,684
Schedule C

Reported service provider compensation

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

  1. 1
    CONTRACT ADMINISTRATOR · Direct $54K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $8.7K · Indirect $7

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011125125NAL0012499379001 cover?
It is the 2023 Form 5500 filing for Vocational Guidance Services And Affiliates Retirement Plan, reported by Vocational Guidance Services, Inc. (EIN 34-0714650).
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