Gfi Capital Resources Group, Inc. 401(K) Plan — Form 5500 plan (Gfi Capital Resources 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, Gfi Capital Resources Group, Inc. 401(K) Plan is a benefit plan reported by Gfi Capital Resources Group, Inc. under EIN 13-3697990 and plan number 001. The latest loaded filing year is 2023. The filing reports 153 participants and $6,670,964 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gfi Capital Resources Group, Inc.
- EIN
- 13-3697990
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 153
- End-of-year plan assets
- $6,670,964
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 153 | H, C | 20241008135016NAL0008426083001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,670,964
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,670,964
- Net assets (BOY)
- $6,215,441
Income & contributions
- Employer contributions
- $58,133
- Participant contributions
- $595,194
- Total contributions
- $654,790
- Total income / additions
- $1,730,895
Expenses & distributions
- Benefits paid
- $1,232,044
- Administrative expenses
- $43,328
- Total expenses
- $1,275,372
- Net increase / (decrease)
- $455,523
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc | ADVISOR | $24,479 | $0 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $17,843 | $0 | 2023 |
| Roth & Company Llp | not reported in the loaded dataset | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Gfi Capital Resources Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Ubs Financial Services Inc — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Roth & Company Llp — Schedule C compensation