2023 Form 5500 filing — Steven Enterprises 401(K) 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 20241014180303NAL0045589920001) for Steven Enterprises 401(K) Plan, reported by Genesis Health Clubs Management Inc under EIN 88-0413082 and plan number 001. It reports 1,194 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014180303NAL0045589920001
Filing year
2023
Form type
2
Plan sponsor
Genesis Health Clubs Management Inc
EIN
88-0413082
Plan number
001
Location
Wichita, KS
Participants
1,194
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$9,689,370
Total liabilities (EOY)
$0
Net assets (EOY)
$9,689,370
Employer contributions
$408,025
Participant contributions
$727,307
Total income / additions
$2,648,112
Benefits paid
$658,528
Administrative expenses
$8,016
Total expenses
$672,272
Net increase / (decrease)
$1,975,840
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Sentry Life Insurance CompanyRECORDKEEPER$6,860$0

Related Form 5500 pages