2023 Form 5500 filing — Genesis Medical Associates, Inc. 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 20241015110130NAL0029337041001) for Genesis Medical Associates, Inc. 401(K) Profit Sharing Plan, reported by Genesis Medical Associates, Inc. under EIN 25-1753321 and plan number 001. It reports 265 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015110130NAL0029337041001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Genesis Medical Associates, Inc.
- EIN
- 25-1753321
- Plan number
- 001
- Location
- Pittsburgh, PA
- Participants
- 265
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $43,069,952
- Total liabilities (EOY)
- $466
- Net assets (EOY)
- $43,069,486
- Employer contributions
- $1,665,455
- Participant contributions
- $1,272,817
- Total income / additions
- $9,830,446
- Benefits paid
- $3,950,573
- Administrative expenses
- $76,481
- Total expenses
- $4,027,054
- Net increase / (decrease)
- $5,803,392
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $56,533 | not reported in the loaded dataset |
| Capital Research And Management Co. | RECORDKEEPER | $19,518 | $0 |
| Dunbar, Bender & Zapf, Inc. | CONTRACT ADMINISTRATOR | $625 | not reported in the loaded dataset |