2023 Form 5500 filing — Geiger Group 401(K) 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 20241002145530NAL0014669520001) for Geiger Group 401(K) Plan, reported by G4 Holdings, Inc. Dba Geiger Group under EIN 20-8114485 and plan number 001. It reports 480 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002145530NAL0014669520001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- G4 Holdings, Inc. Dba Geiger Group
- EIN
- 20-8114485
- Plan number
- 001
- Location
- Lewiston, ME
- Participants
- 480
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,478,248
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,478,248
- Employer contributions
- $296,295
- Participant contributions
- $2,186,005
- Total income / additions
- $7,249,877
- Benefits paid
- $1,299,825
- Administrative expenses
- $106,841
- Total expenses
- $1,410,649
- Net increase / (decrease)
- $5,839,228
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $106,921 | $0 |
| Valmark Advisers | INVESTMENT ADVISORY | $0 | $30,000 |
| Wipfli Llp | ACCOUNTANT | $0 | $13,750 |