Financial Consulting Group, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Financial Consulting 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, Financial Consulting Group, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Financial Consulting Group under EIN 62-1657685 and plan number 001. The latest loaded filing year is 2023. The filing reports 11 participants and $2,268,636 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Financial Consulting Group
- EIN
- 62-1657685
- Plan number
- 001
- Plan type
- 2
- Location
- Germantown, TN
- Latest filing year
- 2023
- Participants
- 11
- End-of-year plan assets
- $2,268,636
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11 | I | 20240716133747NAL0005523090001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,268,636
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,268,636
- Net assets (BOY)
- $1,979,609
Income & contributions
- Employer contributions
- $41,541
- Participant contributions
- $117,128
- Total income / additions
- $516,171
Expenses & distributions
- Benefits paid
- $227,144
- Total expenses
- $227,144
- Net increase / (decrease)
- $289,027
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.