2023 Form 5500 filing — My 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 20241015154000NAL0030201457001) for My 401(K) Plan, reported by Group Plan Systems, LLC under EIN 87-2096126 and plan number 002. It reports 0 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015154000NAL0030201457001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Group Plan Systems, LLC
- EIN
- 87-2096126
- Plan number
- 002
- Location
- Columbus, OH
- Participants
- 0
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $70,431,518
- Total liabilities (EOY)
- $4,659
- Net assets (EOY)
- $70,426,859
- Employer contributions
- $714,094
- Participant contributions
- $1,082,070
- Total income / additions
- $2,964,294
- Benefits paid
- $195,452
- Administrative expenses
- $21,390
- Total expenses
- $216,842
- Net increase / (decrease)
- $2,747,452
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Curafin Advisors | INVESTMENT ADVISORY | $0 | $29,588 |
| Matthews, Gold, Kennedy, & Snow Inc | TPA | $1,262 | $20,037 |
| Curafin Advisors A.D.B.A. Of Tmd | INVESTMENT ADVISORY | $10,896 | not reported in the loaded dataset |
| Group Plan Systems, LLC | POOLED PEP PROVIDER | $3,152 | not reported in the loaded dataset |
| Benifit, LLC | AE APPOINTED SRVC PROVID | $1,499 | not reported in the loaded dataset |