Geiger Group 401(K) Plan — Form 5500 plan (G4 Holdings, Inc. Dba Geiger Group)

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, Geiger Group 401(K) Plan is a benefit plan reported by G4 Holdings, Inc. Dba Geiger Group under EIN 20-8114485 and plan number 001. The latest loaded filing year is 2023. The filing reports 480 participants and $33,478,248 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
G4 Holdings, Inc. Dba Geiger Group
EIN
20-8114485
Plan number
001
Plan type
2
Location
Lewiston, ME
Latest filing year
2023
Participants
480
End-of-year plan assets
$33,478,248

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023480H, C20241002145530NAL0014669520001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$33,478,248
Total liabilities (EOY)
$0
Net assets (EOY)
$33,478,248
Net assets (BOY)
$27,639,020

Income & contributions

Employer contributions
$296,295
Participant contributions
$2,186,005
Total contributions
$2,902,611
Total income / additions
$7,249,877

Expenses & distributions

Benefits paid
$1,299,825
Administrative expenses
$106,841
Total expenses
$1,410,649
Net increase / (decrease)
$5,839,228

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$106,921$02023
Valmark AdvisersINVESTMENT ADVISORY$0$30,0002023
Wipfli LlpACCOUNTANT$0$13,7502023

Related Form 5500 pages