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, Cfgi 401(K) Plan is a benefit plan reported by Corporate Finance Group, Inc. under EIN 04-3545708 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,211 participants and $80,084,651 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $80,084,651
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $80,084,651
- Net assets (BOY)
- $53,688,931
Income & contributions
- Employer contributions
- $3,559,627
- Participant contributions
- $12,626,573
- Total contributions
- $19,079,395
- Total income / additions
- $30,669,581
Expenses & distributions
- Benefits paid
- $4,132,420
- Administrative expenses
- $125,387
- Total expenses
- $4,273,861
- Net increase / (decrease)
- $26,395,720