My 401(K) Plan — Form 5500 plan (Group Plan Systems, 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, My 401(K) Plan is a benefit plan reported by Group Plan Systems, LLC under EIN 87-2096126 and plan number 002. The latest loaded filing year is 2023. The filing reports 0 participants and $70,431,518 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Group Plan Systems, LLC
- EIN
- 87-2096126
- Plan number
- 002
- Plan type
- 3
- Location
- Columbus, OH
- Latest filing year
- 2023
- Participants
- 0
- End-of-year plan assets
- $70,431,518
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 0 | H, C | 20241015154000NAL0030201457001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $70,431,518
- Total liabilities (EOY)
- $4,659
- Net assets (EOY)
- $70,426,859
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $714,094
- Participant contributions
- $1,082,070
- Total contributions
- $2,096,140
- Total income / additions
- $2,964,294
Expenses & distributions
- Benefits paid
- $195,452
- Administrative expenses
- $21,390
- Total expenses
- $216,842
- Net increase / (decrease)
- $2,747,452
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Curafin Advisors | INVESTMENT ADVISORY | $0 | $29,588 | 2023 |
| Matthews, Gold, Kennedy, & Snow Inc | TPA | $1,262 | $20,037 | 2023 |
| Curafin Advisors A.D.B.A. Of Tmd | INVESTMENT ADVISORY | $10,896 | not reported in the loaded dataset | 2023 |
| Group Plan Systems, LLC | POOLED PEP PROVIDER | $3,152 | not reported in the loaded dataset | 2023 |
| Benifit, LLC | AE APPOINTED SRVC PROVID | $1,499 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Group Plan Systems, LLC
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Columbus, OH
- Curafin Advisors — Schedule C compensation
- Matthews, Gold, Kennedy, & Snow Inc — Schedule C compensation
- Curafin Advisors A.D.B.A. Of Tmd — Schedule C compensation
- Group Plan Systems, LLC — Schedule C compensation
- Benifit, LLC — Schedule C compensation