G2o 401(K) Savings Plan — Form 5500 plan (G2o, LLC)

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, G2o 401(K) Savings Plan is a benefit plan reported by G2o, LLC under EIN 46-2424572 and plan number 002. The latest loaded filing year is 2023. The filing reports 465 participants and $36,217,707 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$36.2MPlan net assets, end of year$36,217,707
Participants465Covered participants reported
Assets / participant$77.9KComputed: assets ÷ participants$77,888 (computed)
Provider compensation$32.6K2 Schedule C provider row(s)$32,562
Plan sponsor
G2o, LLC
EIN
46-2424572
Plan number
002
Plan type
2
Location
Dublin, OH
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023465H, C20240717133258NAL0002554835001
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)$36.2M total assets
Net assets$36.2MLiabilities$0
Money in vs. money out
Total income / additions$9.7M
Total expenses$2.1M
Benefits paid / distributions$2.1M
Contributions
Employer$208K
Participant$2M
Full reported line items

Net assets

Total assets (EOY)
$36,217,707
Total liabilities (EOY)
$0
Net assets (EOY)
$36,217,707
Net assets (BOY)
$28,684,735

Income & contributions

Employer contributions
$207,980
Participant contributions
$1,990,328
Total contributions
$2,811,497
Total income / additions
$9,653,454

Expenses & distributions

Benefits paid
$2,087,920
Administrative expenses
$32,562
Total expenses
$2,120,482
Net increase / (decrease)
$7,532,972
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.

Contribution share (employer vs. participant)
Employer 9%Participant 91%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income22%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stone Hill Fiduciary Management, LINVESTMENT ADVISOR$35,000not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$2,438$02023

Related Form 5500 pages