Cfgi, LLC Group Benefits Plan — Form 5500 plan (Corporate Finance Group, Inc.)
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, LLC Group Benefits Plan is a benefit plan reported by Corporate Finance Group, Inc. under EIN 04-3545708 and plan number 511. The latest loaded filing year is 2023. The filing reports 774 participants and not reported in the loaded dataset in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Corporate Finance Group, Inc.
- EIN
- 04-3545708
- Plan number
- 511
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 774
- End-of-year plan assets
- not reported in the loaded dataset
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 774 | C | 20241008153654NAL0017896641001 |
Reported financial statement
This plan is loaded, but Schedule H / I financial-statement detail is not present for it in the current loaded dataset.
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aetna Life Insurance Company | CONTRACT ADMINISTRATOR | $706,070 | not reported in the loaded dataset | 2023 |