Gfr Media, LLC Retirement Savings Plan For Union Employees — Form 5500 plan (Gfr Media, 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, Gfr Media, LLC Retirement Savings Plan For Union Employees is a benefit plan reported by Gfr Media, LLC under EIN 66-0274149 and plan number 005. The latest loaded filing year is 2023. The filing reports 298 participants and $16,179,213 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gfr Media, LLC
EIN
66-0274149
Plan number
005
Plan type
2
Location
San Juan, PR
Latest filing year
2023
Participants
298
End-of-year plan assets
$16,179,213

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023298H, C20251117102808NAL0002354624001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,179,213
Total liabilities (EOY)
$0
Net assets (EOY)
$16,179,213
Net assets (BOY)
$15,912,487

Income & contributions

Employer contributions
$141,867
Participant contributions
$368,915
Total contributions
$510,782
Total income / additions
$2,527,733

Expenses & distributions

Benefits paid
$1,882,176
Administrative expenses
$1,432
Total expenses
$1,883,608
Net increase / (decrease)
$644,125

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Independent Financial Group LLCINVESTMENT ADVISOR$30,943$02023
Empower Annuity Insurance CoRECORDKEEPER$3,518$02023
Empoweradvisor Group, LLCINVESTMENT MNGT$548$02023

Related Form 5500 pages