2023 Form 5500 filing — Gemini Group Employees' 401(K) Savings Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241001121304NAL0013898722001) for Gemini Group Employees' 401(K) Savings Plan, reported by Gemini Group, Inc. under EIN 38-3329159 and plan number 001. It reports 1,400 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$108MReported net assets$107,988,008
Participants1.4K1,400
Provider compensation$206.3K2 Schedule C row(s)$206,329
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241001121304NAL0013898722001
Plan sponsor
Gemini Group, Inc.
EIN
38-3329159
Plan number
001
Location
Bad Axe, MI
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$108M total assets
Net assets$108MLiabilities$0
Money in vs. money out
Total income / additions$27.2M
Total expenses$9.8M
Benefits paid / distributions$9.6M
Contributions
Employer$2.3M
Participant$5.4M
Full reported line items
Total assets (EOY)
$107,988,008
Total liabilities (EOY)
$0
Net assets (EOY)
$107,988,008
Employer contributions
$2,257,136
Participant contributions
$5,362,404
Total income / additions
$27,244,826
Benefits paid
$9,550,709
Administrative expenses
$206,329
Total expenses
$9,757,070
Net increase / (decrease)
$17,487,756
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $202.3K · Indirect $0
  2. 2
    INVESTMENT MGMT · Direct $4K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241001121304NAL0013898722001 cover?
It is the 2023 Form 5500 filing for Gemini Group Employees' 401(K) Savings Plan, reported by Gemini Group, Inc. (EIN 38-3329159).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages