Connecticut Gi 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Connecticut Gi, P.C.)
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, Connecticut Gi 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Connecticut Gi, P.C. under EIN 06-1411029 and plan number 002. The latest loaded filing year is 2023. The filing reports 552 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Connecticut Gi, P.C.
- EIN
- 06-1411029
- Plan number
- 002
- Plan type
- 2
- Location
- Enfield, CT
- Latest filing year
- 2023
- Participants
- 552
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 552 | H, C | 20241029062725NAL0008972722001 |
| 2023 | 503 | H, C | 20241015131103NAL0057759842001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $62,839,611
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $62,839,611
- Net assets (BOY)
- $72,812,555
Income & contributions
- Employer contributions
- $870,127
- Participant contributions
- $1,404,393
- Total contributions
- $7,135,266
- Total income / additions
- $17,551,153
Expenses & distributions
- Benefits paid
- $27,370,721
- Administrative expenses
- $153,376
- Total expenses
- $27,524,097
- Net increase / (decrease)
- -$9,972,944
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $84,684 | $0 | 2023 |
| Cetera Advisors LLC | NONE | $31,250 | not reported in the loaded dataset | 2023 |
| Vanguard Advisers Inc. | NONE | $12,687 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | NONE | $6,800 | $0 | 2023 |