How many benefit plans does The Gem Group, Inc. report on Form 5500?

The Gem Group, Inc. (EIN 04-2319824) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for The Gem Group, Inc.?

The Employer Identification Number (EIN) reported for The Gem Group, Inc. is 04-2319824.

What is the latest Form 5500 filing year for The Gem Group, Inc.?

The latest loaded Form 5500 filing year for The Gem Group, Inc. is 2023.

The Gem Group, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, The Gem Group, Inc. (EIN 04-2319824) is a plan sponsor located in Lawrence, MA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 04-2319824
Location: Lawrence, MA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $26,863,169
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $26,863,169

Contributions & income

Employer contributions: $364,204
Participant contributions: $1,183,482
Total income / additions: $5,116,076

Expenses & distributions

Benefits paid / distributions: $1,808,428
Total expenses: $1,975,819
Net increase / (decrease): $3,140,257

Coverage

Total reported participants: 838
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

The Gem Group, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
The Gem Group, Inc. Retirement Plan	004	404	$26,863,169	2023
The Gem Group, Inc. Welfare Benefit Plan	501	434	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The Gem Group, Inc.
Year	Plan	Participants	Schedules	Filing
2023	The Gem Group, Inc. Welfare Benefit Plan	434	—	20240731080932NAL0047923954001
2023	The Gem Group, Inc. Retirement Plan	404	H, C	20241009125640NAL0031216352001