2023 Form 5500 filing — The Gb Group Inc. Retirement 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 20250414214623NAL0002385841001) for The Gb Group Inc. Retirement Plan, reported by Gb Group LLC under EIN 77-0325922 and plan number 001. It reports 188 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414214623NAL0002385841001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gb Group LLC
- EIN
- 77-0325922
- Plan number
- 001
- Location
- Morgan Hills, CA
- Participants
- 188
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,189,029
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,189,029
- Employer contributions
- $169,717
- Participant contributions
- $375,973
- Total income / additions
- $1,046,277
- Benefits paid
- $1,097,134
- Administrative expenses
- $26,771
- Total expenses
- $1,123,905
- Net increase / (decrease)
- -$77,628
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward D. Jones | RIA | $12,949 | not reported in the loaded dataset |
| John Hancock | RECORDKEEPER | $880 | not reported in the loaded dataset |
| Wilshire Associates | RIA | $740 | not reported in the loaded dataset |