Plan5500

Gh Iii Management, LLC Salary Deferral Plan — Form 5500 plan (Gh Iii Management, 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, Gh Iii Management, LLC Salary Deferral Plan is a benefit plan reported by Gh Iii Management, LLC under EIN 76-0633626 and plan number 001. The latest loaded filing year is 2023. The filing reports 141 participants and $6,828,225 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$6.8MPlan net assets, end of year$6,828,225
Participants141Covered participants reported
Assets / participant$48.4KComputed: assets ÷ participants$48,427 (computed)
Provider compensation$28.2K3 Schedule C provider row(s)$28,199
Plan sponsor
Gh Iii Management, LLC
EIN
76-0633626
Plan number
001
Plan type
2
Location
Houston, TX
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    141 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$6.8M total assets
Net assets$6.8MLiabilities—
Money in vs. money out
Total income / additions$1.8M
Total expenses$1.1M
Benefits paid / distributions$1.1M
Contributions
Employer$93.4K
Participant$702.1K
Full reported line items

Net assets

Total assets (EOY)
$6,828,225
Net assets (EOY)
$6,828,225
Net assets (BOY)
$6,110,668

Income & contributions

Employer contributions
$93,387
Participant contributions
$702,062
Total contributions
$799,761
Total income / additions
$1,787,495

Expenses & distributions

Benefits paid
$1,062,157
Administrative expenses
$5,277
Total expenses
$1,069,938
Net increase / (decrease)
$717,557
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 12%Participant 88%
Total expenses ÷ net assets16%Computed ratio
Benefits paid ÷ total income59%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Kestra Advisory Services LLC$19.7K
    SERVICE PROVIDER · Direct $0 · Indirect $19.7K
  2. 2
    Holzknecht Umali, Inc.$5.6K
    TPA · Direct $2.4K · Indirect $3.3K
  3. 3
    Voya Retirement Insur & Annuity Co$2.9K
    SERVICE PROVIDER · Direct $2.9K · Indirect $0

Related Form 5500 pages