Guild Mortgage Company Profit Sharing 401(K) Plan — Form 5500 plan (Guild Mortgage Company 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, Guild Mortgage Company Profit Sharing 401(K) Plan is a benefit plan reported by Guild Mortgage Company LLC under EIN 95-2146137 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,387 participants and $370,562,666 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Guild Mortgage Company LLC
EIN
95-2146137
Plan number
001
Plan type
3
Location
San Diego, CA
Latest filing year
2023
Participants
6,387
End-of-year plan assets
$370,562,666

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20236,387H, C20241125123544NAL0002998707001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$370,562,666
Total liabilities (EOY)
$0
Net assets (EOY)
$370,562,666
Net assets (BOY)
$242,414,630

Income & contributions

Employer contributions
$5,866,662
Participant contributions
$27,899,119
Total contributions
$57,661,005
Total income / additions
$105,832,416

Expenses & distributions

Benefits paid
$40,939,434
Administrative expenses
$608,279
Total expenses
$41,624,386
Net increase / (decrease)
$64,208,030

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$355,339$02023
Creative Planning, Inc.INVESTMENT ADVISORY$252,940$1252023
Creative Planning, LLCINV ADV, PARTICIPANTS$0$02023

Related Form 5500 pages