Gfr Media, LLC Retirement Savings Plan For Union Employees — Form 5500 plan (Gfr Media, 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, Gfr Media, LLC Retirement Savings Plan For Union Employees is a benefit plan reported by Gfr Media, LLC under EIN 66-0274149 and plan number 005. The latest loaded filing year is 2023. The filing reports 298 participants and $16,179,213 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$16.2MPlan net assets, end of year$16,179,213
Participants298Covered participants reported
Assets / participant$54.3KComputed: assets ÷ participants$54,293 (computed)
Provider compensation$35K3 Schedule C provider row(s)$35,009
- Plan sponsor
- Gfr Media, LLC
- EIN
- 66-0274149
- Plan number
- 005
- Plan type
- 2
- Location
- San Juan, PR
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 298 | H, C | 20251117102808NAL0002354624001 |
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)$16.2M total assets
Net assets$16.2MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $16,179,213
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,179,213
- Net assets (BOY)
- $15,912,487
Income & contributions
- Employer contributions
- $141,867
- Participant contributions
- $368,915
- Total contributions
- $510,782
- Total income / additions
- $2,527,733
Expenses & distributions
- Benefits paid
- $1,882,176
- Administrative expenses
- $1,432
- Total expenses
- $1,883,608
- Net increase / (decrease)
- $644,125
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Independent Financial Group LLC | INVESTMENT ADVISOR | $30,943 | $0 | 2023 |
| Empower Annuity Insurance Co | RECORDKEEPER | $3,518 | $0 | 2023 |
| Empoweradvisor Group, LLC | INVESTMENT MNGT | $548 | $0 | 2023 |