Group 360, Inc. Savings Plan And Trust — Form 5500 plan (Group 360, 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, Group 360, Inc. Savings Plan And Trust is a benefit plan reported by Group 360, Inc. under EIN 16-1656330 and plan number 002. The latest loaded filing year is 2023. The filing reports 229 participants and $19,830,493 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Group 360, Inc.
- EIN
- 16-1656330
- Plan number
- 002
- Plan type
- 2
- Location
- St. Louis, MO
- Latest filing year
- 2023
- Participants
- 229
- End-of-year plan assets
- $19,830,493
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 229 | H, C | 20250213131647NAL0022149665001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,830,493
- Net assets (EOY)
- $19,830,493
- Net assets (BOY)
- $21,234,182
Income & contributions
- Employer contributions
- $74,258
- Participant contributions
- $560,842
- Total contributions
- $637,560
- Total income / additions
- $3,303,830
Expenses & distributions
- Benefits paid
- $4,624,212
- Administrative expenses
- $83,307
- Total expenses
- $4,707,519
- Net increase / (decrease)
- -$1,403,689
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Epic Retirement Plan Services | NONE | $45,651 | not reported in the loaded dataset | 2023 |
| Enterprise Bank & Trust | NONE | $37,656 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $7,437 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Group 360, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in St. Louis, MO
- Epic Retirement Plan Services — Schedule C compensation
- Enterprise Bank & Trust — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation