Guild-Consumer Reports Adjustable Retirement Plan — Form 5500 plan (Bot Of The Guild - Consumer Reports Adjustable Retirement Fund)
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, Guild-Consumer Reports Adjustable Retirement Plan is a benefit plan reported by Bot Of The Guild - Consumer Reports Adjustable Retirement Fund under EIN 46-3402474 and plan number 001. The latest loaded filing year is 2023. The filing reports 436 participants and $93,504 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bot Of The Guild - Consumer Reports Adjustable Retirement Fund
- EIN
- 46-3402474
- Plan number
- 001
- Plan type
- 2
- Location
- West Trenton, NJ
- Latest filing year
- 2023
- Participants
- 436
- End-of-year plan assets
- $93,504
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 436 | H, C | 20250313150349NAL0012829043001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $93,504
- Total liabilities (EOY)
- $93,350
- Net assets (EOY)
- $154
- Net assets (BOY)
- $12,329,337
Income & contributions
- Employer contributions
- $1,240,000
- Total contributions
- $1,240,000
- Total income / additions
- $1,649,605
Expenses & distributions
- Benefits paid
- $13,554,499
- Administrative expenses
- $424,289
- Total expenses
- $13,978,788
- Net increase / (decrease)
- -$12,329,183
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cheiron, Inc | NONE | $80,804 | not reported in the loaded dataset | 2023 |
| I.E. Shaffer & Co. | NONE | $68,900 | not reported in the loaded dataset | 2023 |
| The Angell Pension Group, Inc. | NONE | $42,500 | not reported in the loaded dataset | 2023 |
| Bcg Pension Risk Consultants | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Gallagher Fiduciary Advisors LLC | NONE | $21,133 | not reported in the loaded dataset | 2023 |
| Proskauer, Rose Llp | NONE | $19,890 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $12,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bot Of The Guild - Consumer Reports Adjustable Retirement Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in West Trenton, NJ
- Cheiron, Inc — Schedule C compensation
- I.E. Shaffer & Co. — Schedule C compensation
- The Angell Pension Group, Inc. — Schedule C compensation
- Bcg Pension Risk Consultants — Schedule C compensation
- Gallagher Fiduciary Advisors LLC — Schedule C compensation
- Proskauer, Rose Llp — Schedule C compensation
- Novak Francella LLC — Schedule C compensation