2023 Form 5500 filing — Fg Group Holdings, 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 20241014100209NAL0013097763001) for Fg Group Holdings, Inc. 401(K) Plan, reported by Fg Group Holdings, Inc. under EIN 47-0587703 and plan number 002. It reports 239 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014100209NAL0013097763001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fg Group Holdings, Inc.
- EIN
- 47-0587703
- Plan number
- 002
- Location
- Charlotte, NC
- Participants
- 239
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,746,094
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,746,094
- Employer contributions
- $225,048
- Participant contributions
- $601,225
- Total income / additions
- $2,830,775
- Benefits paid
- $2,298,243
- Administrative expenses
- $77,835
- Total expenses
- $2,376,078
- Net increase / (decrease)
- $454,697
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bridges Investment Management | INVESTMENT | $39,004 | not reported in the loaded dataset |
| Newport Group, Inc. | RECORDKEEPER | $29,830 | $0 |
| Uhy, Llp | AUDITOR | $7,000 | not reported in the loaded dataset |