2023 Form 5500 filing — Vocational Guidance Services Pension 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 20241013145305NAL0012465715001) for Vocational Guidance Services Pension Plan, reported by Vocational Guidance Services under EIN 34-0714650 and plan number 001. It reports 124 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013145305NAL0012465715001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Vocational Guidance Services
- EIN
- 34-0714650
- Plan number
- 001
- Location
- Cleveland, OH
- Participants
- 124
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,202,577
- Total liabilities (EOY)
- $4,717
- Net assets (EOY)
- $4,197,860
- Employer contributions
- $330,403
- Total income / additions
- $874,486
- Benefits paid
- $437,137
- Administrative expenses
- $150,521
- Total expenses
- $587,658
- Net increase / (decrease)
- $286,828
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cap Financial, LLC | NONE | $18,706 | not reported in the loaded dataset |
| Usi Consulting Group | NONE | $18,431 | not reported in the loaded dataset |
| Pnc | TRUSTEE | $13,032 | $0 |
| Maloney & Novotny LLC | NONE | $7,600 | not reported in the loaded dataset |