2023 Form 5500 filing — Guaranty Service Group 401(K) Savings Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240625102853NAL0010190976001) for Guaranty Service Group 401(K) Savings Plan, reported by Guaranty Service Group, Inc. under EIN 39-1462778 and plan number 001. It reports 212 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7.4MReported net assets$7,400,470
Participants212
Provider compensation$39.2K2 Schedule C row(s)$39,204
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240625102853NAL0010190976001
Plan sponsor
Guaranty Service Group, Inc.
EIN
39-1462778
Plan number
001
Location
Fond Du Lac, WI
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$7.4M total assets
Net assets$7.4MLiabilities$0
Money in vs. money out
Total income / additions$2.2M
Total expenses$2.7M
Benefits paid / distributions$2.6M
Contributions
Employer$200.7K
Participant$726.2K
Full reported line items
Total assets (EOY)
$7,400,470
Total liabilities (EOY)
$0
Net assets (EOY)
$7,400,470
Employer contributions
$200,650
Participant contributions
$726,209
Total income / additions
$2,217,368
Benefits paid
$2,628,152
Administrative expenses
$39,204
Total expenses
$2,667,356
Net increase / (decrease)
-$449,988

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Spectrum Investment AdvisorsNONE$31,255not reported in the loaded dataset
The Vanguard Group, Inc.NONE$7,949$0

Related Form 5500 pages