401(k) · DOL Form 5500 · 2023

Gemini Financial Services Corporation 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
135
Participants Small participant base
44th
Percentile by assets National rank
$36,415
Avg per participant Low balance/head
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Official DOL plan name: Gemini Financial Services Corp. 401(k) Plan · Sponsored by Gemini Financial Services Corporation · Florida · Finance & Insurance

$5M in assets, 135 participants

Gemini Financial Services Corporation's Gemini Financial Services Corp. 401(k) Plan reported $5M in total assets and 135 participants in its 2023 DOL Form 5500 filing, ranking in the 44th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #2,754 in Finance & Insurance (8,869 peers)

Coverage in Florida

Gemini Financial Services Corp. 401(k) Plan covers 135 participants in Florida, about 21% of the average Florida filer (state average ~628 per filing). Assets: $5M.

#2,754
in Finance & Insurance (8,869 peers)
+1.3%
assets growth YoY

Gemini Financial Services Corp. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Gemini Financial Services Corp. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$4,915,987 44th percentile higher than 44% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Gemini Financial Services Corp. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gemini Financial Services Corp. 401(k) Plan sits mid-pack in the medium band (135 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gemini Financial Services Corp. 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $58K in the plan year 2023 filing.
  • Gemini Financial Services Corp. 401(k) Plan reported participants rose from 131 in the plan year 2022 filing to 135 in the plan year 2023 filing.
  • Gemini Financial Services Corp. 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 208959760 · Gemini Financial Services Corporation PY 2023 · 401(k)

Gemini Financial Services Corp. 401(k) Plan · $5M · 135 · 44th

  • EOY $5M
  • EOY 135
  • EOY 44th
  • EOY 401(k)
  • EOY near Mckibben, Martinez, Jarvis & Wood, LLP Profit Sharing Plan
  • EOY ind #2754

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Florida →

Gemini Financial Services Corp. 401(k) Plan in the asset neighbourhood

Gemini Financial Services Corp. 401(k) PlanGemini Financial Services Co…$5MMckibben, Martinez, Jarvis & Wood, LLP Profit Sharing PlanMckibben, Martinez, Jarvis &…$5MVillage Capital 401(k) Plan$5MNix Electric Co. 401(k) P/S PlanNix Electric Co. 401(k) P/S …$5MNavian Capital, LLC 401(k) P/S PlanNavian Capital, LLC 401(k) P…$5M
End-of-year total assets ($M) among Gemini Financial Services Corp. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$58K
Employer EIN208959760
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gemini Financial Services Corporation)

Sponsor-wide plan assets over time

All Gemini Financial Services Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$6M 27.312744925745303% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.85M $6.18M ▲ +27.4%
Year Plans Participants Total Assets
2022 1 131 $5M
2023 1 135 $5M
2024 1 120 $6M

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Gemini Financial Services Corp. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Gemini Financial Services Corp. 401(k) Plan, Total assets ($B): 0.004915987 · Participants: 135Gemini Financial Services Corp. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Gemini Financial Services Corp. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Gemini Financial Services Corp. 401(k) Plan side-by-side with 3 peers →

Gemini Financial Services Corp. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Mckibben, Martinez, Jarvis & Wood, LLP Profit Sharing Plan in TX ($5M); by covered participants it is Seven Hills Ob-Gyn Associates, Inc. Profit Sharing Plan in NJ (135 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (135 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Gemini Financial Services Corp. 401(k) Plan assets move in 2023? ▼
Gemini Financial Services Corp. 401(k) Plan edged up modestly - up 1.3% during 2023, from $5M to $5M. Reported net income was $58K.
How have Gemini Financial Services Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gemini Financial Services Corporation's sponsor-wide assets grew 27.3%, from $5M to $6M.
Which 401(k) plans are similar in size to Gemini Financial Services Corp. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mckibben, Martinez, Jarvis & Wood, LLP Profit Sharing Plan in TX ($5M, 13 participants).
Which 401(k) plans cover a similar participant headcount to Gemini Financial Services Corp. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Seven Hills Ob-Gyn Associates, Inc. Profit Sharing Plan in NJ (135 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 208959760.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.