Cgi, Inc. Retirement Savings Plan — Form 5500 plan (C.G.I., 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, Cgi, Inc. Retirement Savings Plan is a benefit plan reported by C.G.I., Inc. under EIN 88-0262416 and plan number 002. The latest loaded filing year is 2023. The filing reports 139 participants and $9,370,211 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
C.G.I., Inc.
EIN
88-0262416
Plan number
002
Plan type
2
Location
Carson City, NV
Latest filing year
2023
Participants
139
End-of-year plan assets
$9,370,211

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023139H, C20241014100031NAL0025876737001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,370,211
Net assets (EOY)
$9,370,211
Net assets (BOY)
$8,485,338

Income & contributions

Employer contributions
$547,133
Participant contributions
$538,386
Total contributions
$1,085,519
Total income / additions
$2,404,812

Expenses & distributions

Benefits paid
$1,467,035
Administrative expenses
$52,904
Total expenses
$1,519,939
Net increase / (decrease)
$884,873

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cwm, LLCINVESTMENT ADVISOR$21,854not reported in the loaded dataset2023
John HancockRECORDKEEPER$3,926not reported in the loaded dataset2023

Related Form 5500 pages