2023 Form 5500 filing — G2o 401(K) Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240717133258NAL0002554835001) for G2o 401(K) Savings Plan, reported by G2o, LLC under EIN 46-2424572 and plan number 002. It reports 465 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$36.2MReported net assets$36,217,707
Participants465
Provider compensation$32.6K2 Schedule C row(s)$32,562
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240717133258NAL0002554835001
- Plan sponsor
- G2o, LLC
- EIN
- 46-2424572
- Plan number
- 002
- Location
- Dublin, OH
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$36.2M total assets
Net assets$36.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $36,217,707
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,217,707
- Employer contributions
- $207,980
- Participant contributions
- $1,990,328
- Total income / additions
- $9,653,454
- Benefits paid
- $2,087,920
- Administrative expenses
- $32,562
- Total expenses
- $2,120,482
- Net increase / (decrease)
- $7,532,972
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stone Hill Fiduciary Management, L | INVESTMENT ADVISOR | $35,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$2,438 | $0 |