Plan5500

Fg Group Holdings, Inc. 401(K) Plan — Form 5500 plan (Fg Group Holdings, 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, Fg Group Holdings, Inc. 401(K) Plan is a benefit plan reported by Fg Group Holdings, Inc. under EIN 47-0587703 and plan number 002. The latest loaded filing year is 2023. The filing reports 239 participants and $11,746,094 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fg Group Holdings, Inc.
EIN
47-0587703
Plan number
002
Plan type
2
Location
Charlotte, NC
Latest filing year
2023
Participants
239
End-of-year plan assets
$11,746,094

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023239H, C20241014100209NAL0013097763001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,746,094
Total liabilities (EOY)
$0
Net assets (EOY)
$11,746,094
Net assets (BOY)
$11,291,397

Income & contributions

Employer contributions
$225,048
Participant contributions
$601,225
Total contributions
$826,273
Total income / additions
$2,830,775

Expenses & distributions

Benefits paid
$2,298,243
Administrative expenses
$77,835
Total expenses
$2,376,078
Net increase / (decrease)
$454,697

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bridges Investment ManagementINVESTMENT$39,004not reported in the loaded dataset2023
Newport Group, Inc.RECORDKEEPER$29,830$02023
Uhy, LlpAUDITOR$7,000not reported in the loaded dataset2023

Related Form 5500 pages