Gulf Group Holdings, Inc. Retirement Plan — Form 5500 plan (Gulf Group Holdings, LLC)

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, Gulf Group Holdings, Inc. Retirement Plan is a benefit plan reported by Gulf Group Holdings, LLC under EIN 20-5697917 and plan number 001. The latest loaded filing year is 2023. The filing reports 7 participants and $2,735,188 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gulf Group Holdings, LLC
EIN
20-5697917
Plan number
001
Plan type
2
Location
Aventura, FL
Latest filing year
2023
Participants
7
End-of-year plan assets
$2,735,188

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20237I20240913073729NAL0011305025001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$2,735,188
Total liabilities (EOY)
$375
Net assets (EOY)
$2,734,813
Net assets (BOY)
$2,339,575

Income & contributions

Employer contributions
$15,269
Participant contributions
$67,800
Total income / additions
$514,810

Expenses & distributions

Benefits paid
$119,367
Administrative expenses
$205
Total expenses
$119,572
Net increase / (decrease)
$395,238

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages