Guernsey, Inc. 401(K) Plan — Form 5500 plan (Guernsey, 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, Guernsey, Inc. 401(K) Plan is a benefit plan reported by Guernsey, Inc. under EIN 54-0992207 and plan number 001. The latest loaded filing year is 2023. The filing reports 196 participants and $17,481,129 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Guernsey, Inc.
EIN
54-0992207
Plan number
001
Plan type
2
Location
Dulles, VA
Latest filing year
2023
Participants
196
End-of-year plan assets
$17,481,129

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023196H, C20240918052135NAL0002362419001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,481,129
Total liabilities (EOY)
$0
Net assets (EOY)
$17,481,129
Net assets (BOY)
$16,190,843

Income & contributions

Employer contributions
$69,513
Participant contributions
$718,435
Total contributions
$787,948
Total income / additions
$3,069,055

Expenses & distributions

Benefits paid
$1,711,113
Administrative expenses
$51,736
Total expenses
$1,778,769
Net increase / (decrease)
$1,290,286

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
401k Advisors IncINVESTMENT/FINANCIAL ADVI$25,187$02023
Adp, Inc.RECORD KEEPER$16,482$02023
Kestra Advisory ServicesINVESTMENT/FINANCIAL ADVI$10,065$02023

Related Form 5500 pages