Guthy-Renker Ventures, LLC 401(K) Plan — Form 5500 plan (Guthy - Renker Ventures, LLC)

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, Guthy-Renker Ventures, LLC 401(K) Plan is a benefit plan reported by Guthy - Renker Ventures, LLC under EIN 26-2549633 and plan number 001. The latest loaded filing year is 2023. The filing reports 906 participants and $50,801,840 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Guthy - Renker Ventures, LLC
EIN
26-2549633
Plan number
001
Plan type
2
Location
El Segundo, CA
Latest filing year
2023
Participants
906
End-of-year plan assets
$50,801,840

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023906H, C20241014183707NAL0026951025001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$50,801,840
Total liabilities (EOY)
$0
Net assets (EOY)
$50,801,840
Net assets (BOY)
$44,776,399

Income & contributions

Employer contributions
$596,244
Participant contributions
$1,944,362
Total contributions
$3,047,411
Total income / additions
$12,363,343

Expenses & distributions

Benefits paid
$6,118,478
Administrative expenses
$141,388
Total expenses
$6,337,902
Net increase / (decrease)
$6,025,441

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$141,388$02023
Axa Advisors, LLC.INVESTMENT ADVISORY$0$78,7272023

Related Form 5500 pages