Plan5500

Georgetown 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, Georgetown Group, Inc. (EIN 13-2961281) is a plan sponsor located in New York, NY with 1 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
13-2961281
Location
New York, NY
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Georgetown Group, Inc.

  • 1 loaded plans hold $759K in reported assets.
  • The largest, The Georgetown Group, Inc. Money Purchase Plan, holds 100% of this company's reported plan assets.
  • Plans cover 4 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$759KSummed across loaded plans$758,963
Total reported assets$759K$758,963
Total reported participants4
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$759K total assets
Net assets$759KLiabilities—
Contributions & income
Total income / additions$39.7K
Expenses & distributions
Benefits paid / distributions$100K
Total expenses$100K
Net increase / (decrease)-$60.3K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%The Georgetown Group, Inc. Money Purchase Plan
Participants per plan4Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    The Georgetown Group, Inc. Money Purchase Plan$759K
    Plan #001 · 4 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Georgetown Group, Inc.. Open one for its full reported snapshot.

  1. 2023
    The Georgetown Group, Inc. Money Purchase Plan4 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Georgetown Group, Inc. report on Form 5500?
Georgetown Group, Inc. (EIN 13-2961281) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Georgetown Group, Inc.?
The Employer Identification Number (EIN) reported for Georgetown Group, Inc. is 13-2961281.
What is the latest Form 5500 filing year for Georgetown Group, Inc.?
The latest loaded Form 5500 filing year for Georgetown Group, Inc. is 2023.

Related Form 5500 pages