2023 Form 5500 filing — Guild Mortgage Company Profit Sharing 401(K) 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 20241125123544NAL0002998707001) for Guild Mortgage Company Profit Sharing 401(K) Plan, reported by Guild Mortgage Company LLC under EIN 95-2146137 and plan number 001. It reports 6,387 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241125123544NAL0002998707001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Guild Mortgage Company LLC
- EIN
- 95-2146137
- Plan number
- 001
- Location
- San Diego, CA
- Participants
- 6,387
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $370,562,666
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $370,562,666
- Employer contributions
- $5,866,662
- Participant contributions
- $27,899,119
- Total income / additions
- $105,832,416
- Benefits paid
- $40,939,434
- Administrative expenses
- $608,279
- Total expenses
- $41,624,386
- Net increase / (decrease)
- $64,208,030
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $355,339 | $0 |
| Creative Planning, Inc. | INVESTMENT ADVISORY | $252,940 | $125 |
| Creative Planning, LLC | INV ADV, PARTICIPANTS | $0 | $0 |