· 2022–2024 · DOL EFAST2

G2 CAPITAL MANAGEMENT LLC — G2 CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)

Original filing (PDF)20250717103428NAL0000036915001

G2 CAPITAL MANAGEMENT LLC

Form 5500-SF

FILING_RECEIVED

G2 CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

5

Accounts w/ balance

6

Plan assets (EOY)

$618K

Net assets (EOY)

$618K

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

88

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for G2 CAPITAL MANAGEMENT LLC.

Plan sponsor

Name

G2 CAPITAL MANAGEMENT LLC

EIN

81-4912492all filings

Address

1600 W LANE AVE STE 270 · COLUMBUS, OH · 432213979

Phone

(614) 484-1465

Industry

Finance & Insurancesee all

Plan administrator

Name

ERISA FIDUCIARY SERVICES, INC.

EIN

47-1637791

City

HAUPPAUGE, NY

Phone

(631) 249-0500

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

IRWIN FINANCIAL, INC.

IRWIN FINANCIAL, INC. 401(K) PROFIT SHARING PLAN

$618K · 9 participants

PROGRESSIVE FINANCIAL SERVICES, INC.

PROGRESSIVE FINANCIAL SERVICES 401(K) PROFIT SHARING PLAN

$618K · 3 participants

TURNKEY FINANCIAL SERVICES, LLC

TURNKEY FINANCIAL SERVICES 401(K) PLAN

$619K · 2 participants

BERTSCH INVESTMENT STRATEGIES, LLC

BERTSCH INVESTMENT STRATEGIES, LLC DEFINED BENEFIT PLAN

$617K · 3 participants

ICOM ADVISORS LLC DBA INVESTORCOM

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.