2023 Form 5500 filing — Genesis Medical Group 401(K) Profit Sharing 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 20240905142807NAL0021656705001) for Genesis Medical Group 401(K) Profit Sharing Plan, reported by Genesis Medical Group under EIN 81-4211994 and plan number 002. It reports 225 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240905142807NAL0021656705001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Genesis Medical Group
- EIN
- 81-4211994
- Plan number
- 002
- Location
- Spring, TX
- Participants
- 225
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,164,483
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,164,483
- Employer contributions
- $286,425
- Participant contributions
- $549,232
- Total income / additions
- $1,727,790
- Benefits paid
- $718,656
- Administrative expenses
- $55,023
- Total expenses
- $774,722
- Net increase / (decrease)
- $953,068
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| J P Morgan Broker-Dealer Holdings | INVESTMENT ADVISOR | $29,038 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $8,965 | $0 |
| Roland Criss & Williams Inc Dba Rol | OTHER | $7,551 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,135 | not reported in the loaded dataset |
| Laporte A Professional Accounting | AUDITOR | $3,834 | not reported in the loaded dataset |
| Nixon Peabody Llp | ATTORNEY | $1,500 | not reported in the loaded dataset |