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, Guideline 401(K) Plan is a benefit plan reported by Guideline, Inc. under EIN 47-4474775 and plan number 001. The latest loaded filing year is 2023. The filing reports 461 participants and $25,271,811 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,271,811
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,271,811
- Net assets (BOY)
- $16,947,936
Income & contributions
- Employer contributions
- $1,888,558
- Participant contributions
- $4,143,315
- Total contributions
- $7,512,220
- Total income / additions
- $11,254,606
Expenses & distributions
- Benefits paid
- $2,879,795
- Administrative expenses
- $18,487
- Total expenses
- $2,930,731
- Net increase / (decrease)
- $8,323,875