2023 Form 5500 filing — Gfr Media, LLC Retirement Savings Plan For Union Employees
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 20251117102808NAL0002354624001) for Gfr Media, LLC Retirement Savings Plan For Union Employees, reported by Gfr Media, LLC under EIN 66-0274149 and plan number 005. It reports 298 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251117102808NAL0002354624001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gfr Media, LLC
- EIN
- 66-0274149
- Plan number
- 005
- Location
- San Juan, PR
- Participants
- 298
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,179,213
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,179,213
- Employer contributions
- $141,867
- Participant contributions
- $368,915
- Total income / additions
- $2,527,733
- Benefits paid
- $1,882,176
- Administrative expenses
- $1,432
- Total expenses
- $1,883,608
- Net increase / (decrease)
- $644,125
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Independent Financial Group LLC | INVESTMENT ADVISOR | $30,943 | $0 |
| Empower Annuity Insurance Co | RECORDKEEPER | $3,518 | $0 |
| Empoweradvisor Group, LLC | INVESTMENT MNGT | $548 | $0 |