Plan Ledger DOL Form 5500 · updated monthly

G5 Enterprises, Inc401(k)

G5 ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN · NIXA, MO · plan year 2023

Reported admin expense ratio · 2023
0.44%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

G5 Enterprises, Inc reported $7,234 in plan administrative expenses for 2023: 0.44% of average plan assets, below the peer median. Employer contributions averaged $189 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio fell from 0.50% to 0.44%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Missouri (1,276th of 1,393), and 4,716th of 5,215 in retail trade. In 2023, employees put in $9.33 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,812,196
Participants with balances119
Active participants99
Employer contributions$18,730
Employee contributions$174,686
Employer contribution per active participant$189
Average account balance$15,229
Benefits paid to participants$69,750
Plan auditUnmodified (clean) audit opinion
AuditorKPM, CPAS, PC
Plan history3
Yearassets · accounts · employer contribution
2024$0
2023$1.8M · 119 accts · $19K emplr
2022$1.5M · 100 accts · $30K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$6,610
Investment management$624
Total administrative$7,234
The G5 Enterprises, Inc 401(k) match · 2023
Employer contribution per active participant$189
Median for plans this size$1,308
2023$189 per active participant
2022$278 per active participant

G5 Enterprises, Inc's 2023 employer contribution ran below the $1,308 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
DEFINITI, LLC · Recordkeeping$6,468
JOHN HANCOCK USA · Recordkeeping · Investment management$624
ADVANCED PLAN DESIGNS, LLC · Recordkeeping$461

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Definiti, John Hancock
2023ADVANCED PLAN DESIGNS, LLC, Definiti, John Hancock

This plan has changed recordkeepers within these filings. If you left G5 Enterprises, Inc before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024Not separately reported
2023$7,234 · 0.44%
2022$8,301 · 0.50%
Similar plansRetail Trade · Missouri
Concourse Holdings LLC MO$2.7M · 1.10%
G and W Foods, Inc. MO$1.9M · 0.92%
W-K Chevrolet, Inc. MO$1.4M · 0.20%
Elg Palladium Group, LLC MO$1.3M · 1.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 020729177 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.