Guaranty Service Group 401(K) Savings Plan — Form 5500 plan (Guaranty Service Group, 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, Guaranty Service Group 401(K) Savings Plan is a benefit plan reported by Guaranty Service Group, Inc. under EIN 39-1462778 and plan number 001. The latest loaded filing year is 2023. The filing reports 212 participants and $7,400,470 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$7.4MPlan net assets, end of year$7,400,470
Participants212Covered participants reported
Assets / participant$34.9KComputed: assets ÷ participants$34,908 (computed)
Provider compensation$39.2K2 Schedule C provider row(s)$39,204
- Plan sponsor
- Guaranty Service Group, Inc.
- EIN
- 39-1462778
- Plan number
- 001
- Plan type
- 2
- Location
- Fond Du Lac, WI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 212 | H, C | 20240625102853NAL0010190976001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$7.4M total assets
Net assets$7.4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $7,400,470
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,400,470
- Net assets (BOY)
- $7,850,458
Income & contributions
- Employer contributions
- $200,650
- Participant contributions
- $726,209
- Total contributions
- $954,768
- Total income / additions
- $2,217,368
Expenses & distributions
- Benefits paid
- $2,628,152
- Administrative expenses
- $39,204
- Total expenses
- $2,667,356
- Net increase / (decrease)
- -$449,988
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Spectrum Investment Advisors | NONE | $31,255 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | NONE | $7,949 | $0 | 2023 |