Gsg Capital Advisors Cash Balance Plan — Form 5500 plan (Gsg Capital Advisors)

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, Gsg Capital Advisors Cash Balance Plan is a benefit plan reported by Gsg Capital Advisors under EIN 95-4655639 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $963,519 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gsg Capital Advisors
EIN
95-4655639
Plan number
001
Plan type
2
Location
Del Mar, CA
Latest filing year
2023
Participants
2
End-of-year plan assets
$963,519

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232I20241010160718NAL0036385296001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$963,519
Total liabilities (EOY)
$0
Net assets (EOY)
$963,519
Net assets (BOY)
$557,832

Income & contributions

Employer contributions
$60,325
Participant contributions
$0
Total income / additions
$405,987

Expenses & distributions

Benefits paid
$0
Administrative expenses
$0
Total expenses
$300
Net increase / (decrease)
$405,687

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages