Plan5500

Vocational Guidance Services And Affiliates Retirement Plan — Form 5500 plan (Vocational Guidance Services, Inc.)

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, Vocational Guidance Services And Affiliates Retirement Plan is a benefit plan reported by Vocational Guidance Services, Inc. under EIN 34-0714650 and plan number 002. The latest loaded filing year is 2023. The filing reports 533 participants and $1,899,390 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.9MPlan net assets, end of year$1,899,390
Participants533Covered participants reported
Assets / participant$3.6KComputed: assets ÷ participants$3,564 (computed)
Provider compensation$62.7K2 Schedule C provider row(s)$62,707
Plan sponsor
Vocational Guidance Services, Inc.
EIN
34-0714650
Plan number
002
Plan type
2
Location
Cleveland, OH
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    533 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$1.9M total assets
Net assets$1.9MLiabilities$0
Money in vs. money out
Total income / additions$348.4K
Total expenses$243.7K
Benefits paid / distributions$181K
Contributions
Employer$174.7K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$1,899,390
Total liabilities (EOY)
$0
Net assets (EOY)
$1,899,390
Net assets (BOY)
$1,794,706

Income & contributions

Employer contributions
$174,690
Total contributions
$174,690
Total income / additions
$348,385

Expenses & distributions

Benefits paid
$181,001
Administrative expenses
$62,700
Total expenses
$243,701
Net increase / (decrease)
$104,684
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets13%Computed ratio
Benefits paid ÷ total income52%Computed ratio
Provider comp. ÷ net assets3%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Principal Life Insurance Company$54K
    CONTRACT ADMINISTRATOR · Direct $54K · Indirect $0
  2. 2
    Capfinancial Partners, LLC$8.8K
    INVESTMENT ADVISORY · Direct $8.7K · Indirect $7

Related Form 5500 pages