Guild Education, Inc. 401(K) Plan — Form 5500 plan (Guild Education, 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, Guild Education, Inc. 401(K) Plan is a benefit plan reported by Guild Education, Inc. under EIN 47-4675198 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,309 participants and $47,998,737 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$48MPlan net assets, end of year$47,998,737
Participants1.3KCovered participants reported1,309
Assets / participant$36.7KComputed: assets ÷ participants$36,668 (computed)
Provider compensation$116.2K2 Schedule C provider row(s)$116,186
Plan sponsor
Guild Education, Inc.
EIN
47-4675198
Plan number
002
Plan type
2
Location
Denver, CO
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,309H, C20241015174527NAL0029294881003
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)$48M total assets
Net assets$48MLiabilities
Money in vs. money out
Total income / additions$17.7M
Total expenses$2.9M
Benefits paid / distributions$2.8M
Contributions
EmployerNot reported
Participant$10.6M
Full reported line items

Net assets

Total assets (EOY)
$47,998,737
Net assets (EOY)
$47,998,737
Net assets (BOY)
$0

Income & contributions

Participant contributions
$10,620,462
Total contributions
$12,612,464
Total income / additions
$17,707,779

Expenses & distributions

Benefits paid
$2,769,527
Administrative expenses
$116,187
Total expenses
$2,885,714
Net increase / (decrease)
$14,822,065
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income16%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Kestra Advisory Services, LLCINVESTMENT ADVISORY-PLAN$58,279not reported in the loaded dataset2023
Transamerica Retirement SolutionsRECORDKEEPER$57,907$02023

Related Form 5500 pages