How big is GPS Financial Management, Inc.'s plan?

GPS Financial Management, Inc.'s plan reported $1.7M in assets and 2 participants for 2023.

Original filing (PDF)20240206131409NAL0018717603001

GPS Financial Management, Inc.

Name: GPS Financial Management, Inc. — Form 5500 (2023)
Creator: GPS Financial Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · GPS Financial Management, Inc. held $1.7M in plan assets for 2 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Sean McCann signed GPS Financial Management, Inc.'s 2023 Form 5500 as plan administrator.

Sean McCann — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

GPS Financial Management, Inc.'s EIN is 46-0865975.

EIN 46-0865975

Plan number 001

Plan year 2023

ACK ID 20240206131409NAL0018717603001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for GPS Financial Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

GPS Financial Management, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

Vendor & structure

100

Helping the score