G2o 401(K) Savings Plan — Form 5500 plan (G2o, 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, G2o 401(K) Savings Plan is a benefit plan reported by G2o, LLC under EIN 46-2424572 and plan number 002. The latest loaded filing year is 2023. The filing reports 465 participants and $36,217,707 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
G2o, LLC
EIN
46-2424572
Plan number
002
Plan type
2
Location
Dublin, OH
Latest filing year
2023
Participants
465
End-of-year plan assets
$36,217,707

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023465H, C20240717133258NAL0002554835001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$36,217,707
Total liabilities (EOY)
$0
Net assets (EOY)
$36,217,707
Net assets (BOY)
$28,684,735

Income & contributions

Employer contributions
$207,980
Participant contributions
$1,990,328
Total contributions
$2,811,497
Total income / additions
$9,653,454

Expenses & distributions

Benefits paid
$2,087,920
Administrative expenses
$32,562
Total expenses
$2,120,482
Net increase / (decrease)
$7,532,972

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stone Hill Fiduciary Management, LINVESTMENT ADVISOR$35,000not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$2,438$02023

Related Form 5500 pages