The Guidance Center Employees' 401(K) Trust — 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 Employees' 401(K) Trust is a benefit plan reported by The Guidance Center under EIN 38-1621700 and plan number 002. The latest loaded filing year is 2023. The filing reports 733 participants and $35,651,095 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Guidance Center
- EIN
- 38-1621700
- Plan number
- 002
- Plan type
- 2
- Location
- Southgate, MI
- Latest filing year
- 2023
- Participants
- 733
- End-of-year plan assets
- $35,651,095
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 733 | H, C | 20250710103508NAL0005429345001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,651,095
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,651,095
- Net assets (BOY)
- $28,579,142
Income & contributions
- Employer contributions
- $1,505,815
- Participant contributions
- $1,308,646
- Total contributions
- $3,008,788
- Total income / additions
- $9,702,596
Expenses & distributions
- Benefits paid
- $2,602,026
- Administrative expenses
- $26,807
- Total expenses
- $2,630,643
- Net increase / (decrease)
- $7,071,953
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Plante Moran | ACCOUNTANT | $18,600 | not reported in the loaded dataset | 2023 |
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $6,130 | $0 | 2023 |