Guerdon, LLC 401(K) Plan — Form 5500 plan (Guerdon, LLC)
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, Guerdon, LLC 401(K) Plan is a benefit plan reported by Guerdon, LLC under EIN 84-4205975 and plan number 001. The latest loaded filing year is 2023. The filing reports 322 participants and $1,455,018 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$1.5MPlan net assets, end of year$1,450,273
Participants322Covered participants reported
Assets / participant$4.5KComputed: assets ÷ participants$4,519 (computed)
Provider compensation$3.6K3 Schedule C provider row(s)$3,643
- Plan sponsor
- Guerdon, LLC
- EIN
- 84-4205975
- Plan number
- 001
- Plan type
- 2
- Location
- Boise, ID
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 322 | H, C | 20250415163546NAL0003624545001 |
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)$1.5M total assets
Net assets$1.5MLiabilities$4.7K
Full reported line items
Net assets
- Total assets (EOY)
- $1,455,018
- Total liabilities (EOY)
- $4,745
- Net assets (EOY)
- $1,450,273
- Net assets (BOY)
- $1,093,764
Income & contributions
- Participant contributions
- $316,076
- Total contributions
- $316,076
- Total income / additions
- $519,043
Expenses & distributions
- Benefits paid
- $134,757
- Administrative expenses
- $27,777
- Total expenses
- $162,534
- Net increase / (decrease)
- $356,509
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 assets11%Computed ratio
Benefits paid ÷ total income26%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefits 2 Administrators LLC | THIRD PARTY ADMIN | $2,205 | $0 | 2023 |
| John Hancock Life Insurance Company | RECORDKEEPER | $1,193 | not reported in the loaded dataset | 2023 |
| Wilshire Associates | RIA | $245 | not reported in the loaded dataset | 2023 |