2023 Form 5500 filing — Group 360, Inc. Savings Plan And 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 20250213131647NAL0022149665001) for Group 360, Inc. Savings Plan And Trust, reported by Group 360, Inc. under EIN 16-1656330 and plan number 002. It reports 229 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250213131647NAL0022149665001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Group 360, Inc.
- EIN
- 16-1656330
- Plan number
- 002
- Location
- St. Louis, MO
- Participants
- 229
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,830,493
- Net assets (EOY)
- $19,830,493
- Employer contributions
- $74,258
- Participant contributions
- $560,842
- Total income / additions
- $3,303,830
- Benefits paid
- $4,624,212
- Administrative expenses
- $83,307
- Total expenses
- $4,707,519
- Net increase / (decrease)
- -$1,403,689
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Epic Retirement Plan Services | NONE | $45,651 | not reported in the loaded dataset |
| Enterprise Bank & Trust | NONE | $37,656 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $0 | $7,437 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |