2023 Form 5500 filing — Cfgi, LLC Group Benefits 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 20241008153654NAL0017896641001) for Cfgi, LLC Group Benefits Plan, reported by Corporate Finance Group, Inc. under EIN 04-3545708 and plan number 511. It reports 774 participants. Attached schedules in the loaded dataset include Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)Not reported
Participants774
Provider compensation$706.1K1 Schedule C row(s)$706,070
Schedules filedSchedule CLoaded schedules
EFAST2 acknowledgement
20241008153654NAL0017896641001
Plan sponsor
Corporate Finance Group, Inc.
EIN
04-3545708
Plan number
511
Location
Boston, MA
Received date
not reported in the loaded dataset
2023

Reported financial snapshot

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

This 2023 filing is loaded, but detailed Schedule H/I financial figures are not present for it in the current loaded dataset. Participant counts and filing identity above are reported; asset and contribution detail comes from the financial schedules where filed.

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Aetna Life Insurance CompanyCONTRACT ADMINISTRATOR$706,070not reported in the loaded dataset

Related Form 5500 pages