Gfi Capital Resources Group, Inc. 401(K) Plan — Form 5500 plan (Gfi Capital Resources 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, Gfi Capital Resources Group, Inc. 401(K) Plan is a benefit plan reported by Gfi Capital Resources Group, Inc. under EIN 13-3697990 and plan number 001. The latest loaded filing year is 2023. The filing reports 153 participants and $6,670,964 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$6.7MPlan net assets, end of year$6,670,964
Participants153Covered participants reported
Assets / participant$43.6KComputed: assets ÷ participants$43,601 (computed)
Provider compensation$42.3K3 Schedule C provider row(s)$42,322
- Plan sponsor
- Gfi Capital Resources Group, Inc.
- EIN
- 13-3697990
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 153 | H, C | 20241008135016NAL0008426083001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$6.7M total assets
Net assets$6.7MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $6,670,964
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,670,964
- Net assets (BOY)
- $6,215,441
Income & contributions
- Employer contributions
- $58,133
- Participant contributions
- $595,194
- Total contributions
- $654,790
- Total income / additions
- $1,730,895
Expenses & distributions
- Benefits paid
- $1,232,044
- Administrative expenses
- $43,328
- Total expenses
- $1,275,372
- Net increase / (decrease)
- $455,523
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
91%
Employer 9%Participant 91%
Total expenses ÷ net assets19%Computed ratio
Benefits paid ÷ total income71%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc | ADVISOR | $24,479 | $0 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $17,843 | $0 | 2023 |
| Roth & Company Llp | not reported in the loaded dataset | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Gfi Capital Resources Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Ubs Financial Services Inc — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Roth & Company Llp — Schedule C compensation