2023 Form 5500 filing — Geologic Associates 401k 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 20240909180331NAL0002552131001) for Geologic Associates 401k Profit Sharing Plan, reported by Geologic Associates under EIN 95-4313020 and plan number 001. It reports 355 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240909180331NAL0002552131001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Geologic Associates
- EIN
- 95-4313020
- Plan number
- 001
- Location
- Ontario, CA
- Participants
- 355
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $73,871,369
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $73,871,369
- Employer contributions
- $1,250,566
- Participant contributions
- $2,926,024
- Total income / additions
- $16,245,270
- Benefits paid
- $2,982,631
- Administrative expenses
- $43,174
- Total expenses
- $3,025,805
- Net increase / (decrease)
- $13,219,465
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morningstar | SERVICE | $0 | $33,213 |
| Voya Retirment Ins & Annuity Co | SERVICE | $0 | $33,213 |
| Actuarial Benefits Corp | TPA | $0 | $32,149 |