The Gb Group Inc. Retirement Plan — Form 5500 plan (Gb Group 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, The Gb Group Inc. Retirement Plan is a benefit plan reported by Gb Group LLC under EIN 77-0325922 and plan number 001. The latest loaded filing year is 2023. The filing reports 188 participants and $4,189,029 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gb Group LLC
- EIN
- 77-0325922
- Plan number
- 001
- Plan type
- 2
- Location
- Morgan Hills, CA
- Latest filing year
- 2023
- Participants
- 188
- End-of-year plan assets
- $4,189,029
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 188 | H, C | 20250414214623NAL0002385841001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,189,029
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,189,029
- Net assets (BOY)
- $4,266,657
Income & contributions
- Employer contributions
- $169,717
- Participant contributions
- $375,973
- Total contributions
- $606,633
- Total income / additions
- $1,046,277
Expenses & distributions
- Benefits paid
- $1,097,134
- Administrative expenses
- $26,771
- Total expenses
- $1,123,905
- Net increase / (decrease)
- -$77,628
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward D. Jones | RIA | $12,949 | not reported in the loaded dataset | 2023 |
| John Hancock | RECORDKEEPER | $880 | not reported in the loaded dataset | 2023 |
| Wilshire Associates | RIA | $740 | not reported in the loaded dataset | 2023 |