· 2022–2024 · DOL EFAST2

GROUP MANAGEMENT SERVICES, INC. — GROUP MANAGEMENT SERVICES 401(K) PROFIT SHARING PLAN, Form 5500 (2023)

Original filing (PDF)20240507100603NAL0043181602001

GROUP MANAGEMENT SERVICES, INC.

Form 5500-SF

FILING_RECEIVED

GROUP MANAGEMENT SERVICES 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

37

Accounts w/ balance

6

Plan assets (EOY)

$202K

Net assets (EOY)

$202K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

46

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (5th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GROUP MANAGEMENT SERVICES, INC..

Plan sponsor

Name

GROUP MANAGEMENT SERVICES, INC.

EIN

20-1161764all filings

Address

P O BOX 757 · KATY, TX · 77492

Phone

(562) 577-5641

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-05-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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