Vocational Guidance Services Pension Plan — Form 5500 plan (Vocational Guidance Services)
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, Vocational Guidance Services Pension Plan is a benefit plan reported by Vocational Guidance Services under EIN 34-0714650 and plan number 001. The latest loaded filing year is 2023. The filing reports 124 participants and $4,202,577 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vocational Guidance Services
- EIN
- 34-0714650
- Plan number
- 001
- Plan type
- 2
- Location
- Cleveland, OH
- Latest filing year
- 2023
- Participants
- 124
- End-of-year plan assets
- $4,202,577
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 124 | H, C | 20241013145305NAL0012465715001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,202,577
- Total liabilities (EOY)
- $4,717
- Net assets (EOY)
- $4,197,860
- Net assets (BOY)
- $3,911,032
Income & contributions
- Employer contributions
- $330,403
- Total contributions
- $330,403
- Total income / additions
- $874,486
Expenses & distributions
- Benefits paid
- $437,137
- Administrative expenses
- $150,521
- Total expenses
- $587,658
- Net increase / (decrease)
- $286,828
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cap Financial, LLC | NONE | $18,706 | not reported in the loaded dataset | 2023 |
| Usi Consulting Group | NONE | $18,431 | not reported in the loaded dataset | 2023 |
| Pnc | TRUSTEE | $13,032 | $0 | 2023 |
| Maloney & Novotny LLC | NONE | $7,600 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Vocational Guidance Services
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cleveland, OH
- Cap Financial, LLC — Schedule C compensation
- Usi Consulting Group — Schedule C compensation
- Pnc — Schedule C compensation
- Maloney & Novotny LLC — Schedule C compensation