Cfgi 401(K) Plan — Form 5500 plan (Corporate Finance Group, Inc.)

Plain-English plan 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, Cfgi 401(K) Plan is a benefit plan reported by Corporate Finance Group, Inc. under EIN 04-3545708 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,211 participants and $80,084,651 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Corporate Finance Group, Inc.
EIN
04-3545708
Plan number
001
Plan type
2
Location
Boston, MA
Latest filing year
2023
Participants
1,211
End-of-year plan assets
$80,084,651

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,211H, C20241010100859NAL0020800017001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$80,084,651
Total liabilities (EOY)
$0
Net assets (EOY)
$80,084,651
Net assets (BOY)
$53,688,931

Income & contributions

Employer contributions
$3,559,627
Participant contributions
$12,626,573
Total contributions
$19,079,395
Total income / additions
$30,669,581

Expenses & distributions

Benefits paid
$4,132,420
Administrative expenses
$125,387
Total expenses
$4,273,861
Net increase / (decrease)
$26,395,720

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$89,133$02023
Mayflower Financial Advisors, LLCINVESTMENT/FINANCIAL ADVI$36,253$02023

Related Form 5500 pages