2023 Form 5500 filing — Guerdon, LLC 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 20250415163546NAL0003624545001) for Guerdon, LLC 401(K) Plan, reported by Guerdon, LLC under EIN 84-4205975 and plan number 001. It reports 322 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)$1.5MReported net assets$1,450,273
Participants322
Provider compensation$3.6K3 Schedule C row(s)$3,643
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250415163546NAL0003624545001
- Plan sponsor
- Guerdon, LLC
- EIN
- 84-4205975
- Plan number
- 001
- Location
- Boise, ID
- 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)$1.5M total assets
Net assets$1.5MLiabilities$4.7K
Full reported line items
- Total assets (EOY)
- $1,455,018
- Total liabilities (EOY)
- $4,745
- Net assets (EOY)
- $1,450,273
- Participant contributions
- $316,076
- Total income / additions
- $519,043
- Benefits paid
- $134,757
- Administrative expenses
- $27,777
- Total expenses
- $162,534
- Net increase / (decrease)
- $356,509
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefits 2 Administrators LLC | THIRD PARTY ADMIN | $2,205 | $0 |
| John Hancock Life Insurance Company | RECORDKEEPER | $1,193 | not reported in the loaded dataset |
| Wilshire Associates | RIA | $245 | not reported in the loaded dataset |