2023 Form 5500 filing — Guard Publishing Company 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 20241015155535NAL0050309648001) for Guard Publishing Company Retirement Plan, reported by Guard Publishing Company under EIN 93-0180090 and plan number 005. It reports 453 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015155535NAL0050309648001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Guard Publishing Company
- EIN
- 93-0180090
- Plan number
- 005
- Location
- Eugene, OR
- Participants
- 453
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,023,884
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,023,884
- Total income / additions
- $2,724,693
- Benefits paid
- $1,896,275
- Administrative expenses
- $268,141
- Total expenses
- $2,164,416
- Net increase / (decrease)
- $560,277
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc. | NONE | $158,899 | not reported in the loaded dataset |
| Moss Adams | NONE | $25,910 | not reported in the loaded dataset |
| Milliman, Inc. | NONE | $16,683 | not reported in the loaded dataset |
| Paylocity Corporation | NONE | $11,981 | not reported in the loaded dataset |