2023 Form 5500 filing — Genesis Engineers, Inc. 401(K) Retirement Savings Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240815084632NAL0012916369001) for Genesis Engineers, Inc. 401(K) Retirement Savings Plan, reported by Genesis Engineers, Inc. under EIN 23-2883723 and plan number 001. It reports 375 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240815084632NAL0012916369001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Genesis Engineers, Inc.
- EIN
- 23-2883723
- Plan number
- 001
- Location
- Blue Bell, PA
- Participants
- 375
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,930,396
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,930,396
- Employer contributions
- $1,064,065
- Participant contributions
- $3,681,056
- Total income / additions
- $11,207,429
- Benefits paid
- $3,252,824
- Administrative expenses
- $23,826
- Total expenses
- $3,303,475
- Net increase / (decrease)
- $7,903,954
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kistler-Tiffany Advisors | INVESTMENT ADVISOR | $15,572 | $0 |
| Kt Administrators, LLC | TPA; RECORD-KEEPER | $8,254 | $0 |