2023 Form 5500 filing — Gfi Capital Resources Group, Inc. 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 20241008135016NAL0008426083001) for Gfi Capital Resources Group, Inc. 401(K) Plan, reported by Gfi Capital Resources Group, Inc. under EIN 13-3697990 and plan number 001. It reports 153 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008135016NAL0008426083001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gfi Capital Resources Group, Inc.
- EIN
- 13-3697990
- Plan number
- 001
- Location
- New York, NY
- Participants
- 153
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,670,964
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,670,964
- Employer contributions
- $58,133
- Participant contributions
- $595,194
- Total income / additions
- $1,730,895
- Benefits paid
- $1,232,044
- Administrative expenses
- $43,328
- Total expenses
- $1,275,372
- Net increase / (decrease)
- $455,523
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc | ADVISOR | $24,479 | $0 |
| Fidelity Investments Institutional | RECORDKEEPER | $17,843 | $0 |
| Roth & Company Llp | not reported in the loaded dataset | $0 | $0 |