Plan5500

Guidesoft, Inc. 401(K) Plan & Trust — Form 5500 plan (Guidesoft, Inc.)

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, Guidesoft, Inc. 401(K) Plan & Trust is a benefit plan reported by Guidesoft, Inc. under EIN 35-1934449 and plan number 001. The latest loaded filing year is 2023. The filing reports 283 participants and $15,456,635 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Guidesoft, Inc.
EIN
35-1934449
Plan number
001
Plan type
2
Location
Indianapolis, IN
Latest filing year
2023
Participants
283
End-of-year plan assets
$15,456,635

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023283H, C20241011140507NAL0043914546001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,456,635
Total liabilities (EOY)
$0
Net assets (EOY)
$15,456,635
Net assets (BOY)
$12,378,926

Income & contributions

Employer contributions
$559,277
Participant contributions
$1,469,537
Total contributions
$2,207,891
Total income / additions
$4,397,633

Expenses & distributions

Benefits paid
$1,231,224
Administrative expenses
$87,014
Total expenses
$1,319,924
Net increase / (decrease)
$3,077,709

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Brinker CapitalINVESTMENT ADVISOR$50,481not reported in the loaded dataset2023
Pcs Retirement, LLCCONTRACT ADMINISTRATION$36,533not reported in the loaded dataset2023

Related Form 5500 pages