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G SQUARED PRIVATE WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameG SQUARED PRIVATE WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

G SQUARED PRIVATE WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

G SQUARED PRIVATE WEALTH LLC has sponsored the creation of one or more 401k plans.

Company Name:G SQUARED PRIVATE WEALTH LLC
Employer identification number (EIN):842032675
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan G SQUARED PRIVATE WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01VICTORIA C GREENE2024-04-03
0012022-01-01VICTORIA GREENE2023-03-30
0012022-01-01VICTORIA GREENE2023-05-10
0012021-01-01VICTORIA C GREENE2022-03-30
0012020-01-01VICTORIA C GREENE2021-04-05
0012019-01-01VICTORIA GREENE2020-06-25

Plan Statistics for G SQUARED PRIVATE WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for G SQUARED PRIVATE WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025: G SQUARED PRIVATE WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST 2025 401k membership
Total number of particpants at beginning of year2025-04-177
Total number of particpants at end of year2025-04-177
Number of Participants With Account Balances2025-04-176
2024: G SQUARED PRIVATE WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST 2024 401k membership
Total number of particpants at beginning of year2024-04-035
Total number of particpants at end of year2024-04-036
Number of Participants With Account Balances2024-04-035
2022: G SQUARED PRIVATE WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership
Total number of particpants at beginning of year2022-03-305
Total number of particpants at end of year2022-03-305
Number of Participants With Account Balances2022-03-304

Financial Data on G SQUARED PRIVATE WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025 : G SQUARED PRIVATE WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-170
Total liabilities as of the end of the plan year2025-04-170
Total liabilities as of the beginning of the plan year2025-04-170
Total expenses incurred by plan in this plan year2025-04-172710
Net assets as of the end of the plan year2025-04-17442733
Total assets as of the beginning of the plan year2025-04-17300322
Value of plan covered by a fidelity bond2025-04-17500000
Participant contributions to plan in this plan year2025-04-1760948
Other expenses paid from plan in this plan year2025-04-170
Other contributions to plan in this plan year2025-04-170
Other income to plan in this plan year2025-04-1748145
Plan net income in this plan year2025-04-17142411
Net assets as of the end of the plan year2025-04-17442733
Net assets as of the beginning of the plan year2025-04-17300322
Employer contributions to plan in this plan year2025-04-1736028
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-172710
2024 : G SQUARED PRIVATE WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-04-030
Total liabilities as of the end of the plan year2024-04-030
Total liabilities as of the beginning of the plan year2024-04-030
Total expenses incurred by plan in this plan year2024-04-032438
Net assets as of the end of the plan year2024-04-03300322
Total assets as of the beginning of the plan year2024-04-03191281
Value of plan covered by a fidelity bond2024-04-03400000
Participant contributions to plan in this plan year2024-04-0345756
Other expenses paid from plan in this plan year2024-04-030
Other contributions to plan in this plan year2024-04-030
Other income to plan in this plan year2024-04-0341691
Plan net income in this plan year2024-04-03109041
Net assets as of the end of the plan year2024-04-03300322
Net assets as of the beginning of the plan year2024-04-03191281
Employer contributions to plan in this plan year2024-04-0324032
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-032438
2022 : G SQUARED PRIVATE WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-03-300
Total liabilities as of the end of the plan year2022-03-300
Total liabilities as of the beginning of the plan year2022-03-300
Total expenses incurred by plan in this plan year2022-03-30607
Net assets as of the end of the plan year2022-03-30150975
Total assets as of the beginning of the plan year2022-03-3068932
Participant contributions to plan in this plan year2022-03-3041047
Other expenses paid from plan in this plan year2022-03-300
Other contributions to plan in this plan year2022-03-300
Other income to plan in this plan year2022-03-3015902
Plan net income in this plan year2022-03-3082043
Net assets as of the end of the plan year2022-03-30150975
Net assets as of the beginning of the plan year2022-03-3068932
Employer contributions to plan in this plan year2022-03-3025701
Expensese paid to adminstrative service provicers from plan in this plan year2022-03-30607

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