How many benefit plans does Corporate Finance Group, Inc. report on Form 5500?

Corporate Finance Group, Inc. (EIN 04-3545708) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Corporate Finance Group, Inc.?

The Employer Identification Number (EIN) reported for Corporate Finance Group, Inc. is 04-3545708.

What is the latest Form 5500 filing year for Corporate Finance Group, Inc.?

The latest loaded Form 5500 filing year for Corporate Finance Group, Inc. is 2023.

Corporate Finance Group, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Corporate Finance Group, Inc. (EIN 04-3545708) is a plan sponsor located in Boston, MA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 04-3545708
Location: Boston, MA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $80,084,651
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $80,084,651

Contributions & income

Employer contributions: $3,559,627
Participant contributions: $12,626,573
Total income / additions: $30,669,581

Expenses & distributions

Benefits paid / distributions: $4,132,420
Total expenses: $4,273,861
Net increase / (decrease): $26,395,720

Coverage

Total reported participants: 1,985
Plans with financial statements: 1
Plans with provider compensation: 2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Corporate Finance Group, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Cfgi 401(K) Plan	001	1,211	$80,084,651	2023
Cfgi, LLC Group Benefits Plan	511	774	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Corporate Finance Group, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Cfgi, LLC Group Benefits Plan	774	C	20241008153654NAL0017896641001
2023	Cfgi 401(K) Plan	1,211	H, C	20241010100859NAL0020800017001