Guidepoint Global, LLC 401(K) Plan — Form 5500 plan (Guidepoint Global, 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, Guidepoint Global, LLC 401(K) Plan is a benefit plan reported by Guidepoint Global, LLC under EIN 32-0068282 and plan number 001. The latest loaded filing year is 2023. The filing reports 954 participants and $25,397,582 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Guidepoint Global, LLC
- EIN
- 32-0068282
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 954
- End-of-year plan assets
- $25,397,582
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 954 | H, C | 20241015181502NAL0015235267001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,397,582
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,397,582
- Net assets (BOY)
- $18,265,664
Income & contributions
- Employer contributions
- $468,007
- Participant contributions
- $4,679,629
- Total contributions
- $5,463,296
- Total income / additions
- $8,767,541
Expenses & distributions
- Benefits paid
- $1,520,843
- Administrative expenses
- $86,574
- Total expenses
- $1,635,623
- Net increase / (decrease)
- $7,131,918
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aurora Private Wealth Inc | BROKER\ADVISOR | $48,484 | not reported in the loaded dataset | 2023 |
| Lincoln National Corporation | CONTRACT ADMINISTRATOR | $39,165 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $30,245 | $0 | 2023 |
| Associated Pension Consultants | THIRD PARTY ADMINISTRATOR | $7,187 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Guidepoint Global, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Aurora Private Wealth Inc — Schedule C compensation
- Lincoln National Corporation — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Associated Pension Consultants — Schedule C compensation