2023 Form 5500 filing — Connecticut Gi 401(K) Profit Sharing Plan & Trust
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 20241029062725NAL0008972722001) for Connecticut Gi 401(K) Profit Sharing Plan & Trust, reported by Connecticut Gi, P.C. under EIN 06-1411029 and plan number 002. It reports 552 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241029062725NAL0008972722001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Connecticut Gi, P.C.
- EIN
- 06-1411029
- Plan number
- 002
- Location
- Enfield, CT
- Participants
- 552
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $62,839,611
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $62,839,611
- Employer contributions
- $870,127
- Participant contributions
- $1,404,393
- Total income / additions
- $17,551,153
- Benefits paid
- $27,370,721
- Administrative expenses
- $153,376
- Total expenses
- $27,524,097
- Net increase / (decrease)
- -$9,972,944
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $84,684 | $0 |
| Cetera Advisors LLC | NONE | $31,250 | not reported in the loaded dataset |
| Vanguard Advisers Inc. | NONE | $12,687 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE | $6,800 | $0 |