2023 Form 5500 filing — Guild-Consumer Reports Adjustable 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 20250313150349NAL0012829043001) for Guild-Consumer Reports Adjustable Retirement Plan, reported by Bot Of The Guild - Consumer Reports Adjustable Retirement Fund under EIN 46-3402474 and plan number 001. It reports 436 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250313150349NAL0012829043001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bot Of The Guild - Consumer Reports Adjustable Retirement Fund
- EIN
- 46-3402474
- Plan number
- 001
- Location
- West Trenton, NJ
- Participants
- 436
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $93,504
- Total liabilities (EOY)
- $93,350
- Net assets (EOY)
- $154
- Employer contributions
- $1,240,000
- Total income / additions
- $1,649,605
- Benefits paid
- $13,554,499
- Administrative expenses
- $424,289
- Total expenses
- $13,978,788
- Net increase / (decrease)
- -$12,329,183
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cheiron, Inc | NONE | $80,804 | not reported in the loaded dataset |
| I.E. Shaffer & Co. | NONE | $68,900 | not reported in the loaded dataset |
| The Angell Pension Group, Inc. | NONE | $42,500 | not reported in the loaded dataset |
| Bcg Pension Risk Consultants | NONE | $30,000 | not reported in the loaded dataset |
| Gallagher Fiduciary Advisors LLC | NONE | $21,133 | not reported in the loaded dataset |
| Proskauer, Rose Llp | NONE | $19,890 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $12,000 | not reported in the loaded dataset |