The Guidance Center Tax Sheltered Annuity Plan — Form 5500 plan (The Guidance Center)
Plain-English plan 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, The Guidance Center Tax Sheltered Annuity Plan is a benefit plan reported by The Guidance Center under EIN 25-1469392 and plan number 002. The latest loaded filing year is 2023. The filing reports 180 participants and $7,432,453 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Guidance Center
- EIN
- 25-1469392
- Plan number
- 002
- Plan type
- 2
- Location
- Bradford, PA
- Latest filing year
- 2023
- Participants
- 180
- End-of-year plan assets
- $7,432,453
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 180 | H, C | 20241014113910NAL0013216963001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,432,453
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,432,453
- Net assets (BOY)
- $6,608,216
Income & contributions
- Participant contributions
- $456,249
- Total contributions
- $490,803
- Total income / additions
- $1,504,366
Expenses & distributions
- Benefits paid
- $678,922
- Administrative expenses
- $1,207
- Total expenses
- $680,129
- Net increase / (decrease)
- $824,237
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Securities Inc | OTHER SERVICES | $0 | $5,366 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $1,206 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |