Original filing (PDF)20250422114959NAL0002279091001

GEM FINANCIAL SERVICES INC

Name: GEM FINANCIAL SERVICES INC — GEM FINANCIAL SERVICES INC 401(K) PLAN, Form 5500 (2023)
Creator: GEM FINANCIAL SERVICES INC

Form 5500-SF

FILING_RECEIVED

GEM FINANCIAL SERVICES INC 401(K) PLAN

401(k) retirement plan

Signals · 1

Late filing · 6.9 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GEM FINANCIAL SERVICES INC.

Plan sponsor

Name

GEM FINANCIAL SERVICES INC

EIN

11-2141728

Address

98 ROCKWELL PLACE · FLOOR 2 · BROOKLYN, NY · 112171117

Phone

(718) 596-5626

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-11-09

Filed

2025-04-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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