Ohioguidestone 401(K) Plan — Form 5500 plan (Ohioguidestone)

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, Ohioguidestone 401(K) Plan is a benefit plan reported by Ohioguidestone under EIN 34-0720558 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,579 participants and $34,928,383 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ohioguidestone
EIN
34-0720558
Plan number
003
Plan type
2
Location
Berea, OH
Latest filing year
2023
Participants
1,579
End-of-year plan assets
$34,928,383

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,579H, C20241001154723NAL0012081952001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$34,928,383
Total liabilities (EOY)
$38
Net assets (EOY)
$34,928,345
Net assets (BOY)
$30,478,486

Income & contributions

Employer contributions
$1,043,245
Participant contributions
$3,306,151
Total contributions
$4,604,593
Total income / additions
$9,468,357

Expenses & distributions

Benefits paid
$4,860,968
Administrative expenses
$151,342
Total expenses
$5,018,498
Net increase / (decrease)
$4,449,859

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$118,970$02023
Cetera Investment Advisors LLCADVISOR$26,118not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$7,464not reported in the loaded dataset2023

Related Form 5500 pages