Safe-Harbor 401(K) Profit Sharing Plan For Employees Of The Guidance Center, Inc. — Form 5500 plan (The Guidance Center, 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, Safe-Harbor 401(K) Profit Sharing Plan For Employees Of The Guidance Center, Inc. is a benefit plan reported by The Guidance Center, Inc. under EIN 86-0223720 and plan number 001. The latest loaded filing year is 2023. The filing reports 174 participants and $7,877,085 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Guidance Center, Inc.
- EIN
- 86-0223720
- Plan number
- 001
- Plan type
- 2
- Location
- Flagstaff, AZ
- Latest filing year
- 2023
- Participants
- 174
- End-of-year plan assets
- $7,877,085
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 174 | H, C | 20241009152628NAL0019527121001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,877,085
- Net assets (EOY)
- $7,877,085
- Net assets (BOY)
- $7,542,362
Income & contributions
- Employer contributions
- $232,589
- Participant contributions
- $529,978
- Total contributions
- $762,567
- Total income / additions
- $2,019,442
Expenses & distributions
- Benefits paid
- $1,656,498
- Administrative expenses
- $27,358
- Total expenses
- $1,684,719
- Net increase / (decrease)
- $334,723
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Life Insurance Company | RECORDKEEPER | $11,191 | $0 | 2023 |
| Edward D Jones & Company | INVESTMENT ADVISOR | $10,987 | $0 | 2023 |
| Nova 401(K) Associates | TPA | $3,850 | $241 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Guidance Center, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Flagstaff, AZ
- Transamerica Life Insurance Company — Schedule C compensation
- Edward D Jones & Company — Schedule C compensation
- Nova 401(K) Associates — Schedule C compensation