2023 Form 5500 filing — Guidepoint Global, 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 20241015181502NAL0015235267001) for Guidepoint Global, LLC 401(K) Plan, reported by Guidepoint Global, LLC under EIN 32-0068282 and plan number 001. It reports 954 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015181502NAL0015235267001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Guidepoint Global, LLC
- EIN
- 32-0068282
- Plan number
- 001
- Location
- New York, NY
- Participants
- 954
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,397,582
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,397,582
- Employer contributions
- $468,007
- Participant contributions
- $4,679,629
- Total income / additions
- $8,767,541
- Benefits paid
- $1,520,843
- Administrative expenses
- $86,574
- Total expenses
- $1,635,623
- Net increase / (decrease)
- $7,131,918
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aurora Private Wealth Inc | BROKER\ADVISOR | $48,484 | not reported in the loaded dataset |
| Lincoln National Corporation | CONTRACT ADMINISTRATOR | $39,165 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $30,245 | $0 |
| Associated Pension Consultants | THIRD PARTY ADMINISTRATOR | $7,187 | not reported in the loaded dataset |