Plan5500

Guerdon, LLC 401(K) Plan — Form 5500 plan (Guerdon, 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, Guerdon, LLC 401(K) Plan is a benefit plan reported by Guerdon, LLC under EIN 84-4205975 and plan number 001. The latest loaded filing year is 2023. The filing reports 322 participants and $1,455,018 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Guerdon, LLC
EIN
84-4205975
Plan number
001
Plan type
2
Location
Boise, ID
Latest filing year
2023
Participants
322
End-of-year plan assets
$1,455,018

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023322H, C20250415163546NAL0003624545001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,455,018
Total liabilities (EOY)
$4,745
Net assets (EOY)
$1,450,273
Net assets (BOY)
$1,093,764

Income & contributions

Participant contributions
$316,076
Total contributions
$316,076
Total income / additions
$519,043

Expenses & distributions

Benefits paid
$134,757
Administrative expenses
$27,777
Total expenses
$162,534
Net increase / (decrease)
$356,509

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Benefits 2 Administrators LLCTHIRD PARTY ADMIN$2,205$02023
John Hancock Life Insurance CompanyRECORDKEEPER$1,193not reported in the loaded dataset2023
Wilshire AssociatesRIA$245not reported in the loaded dataset2023

Related Form 5500 pages