2023 Form 5500 filing — Generant Company, Inc. Employee Stock Ownership 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 20241015143722NAL0058176082001) for Generant Company, Inc. Employee Stock Ownership Plan, reported by Generant Company, Inc. under EIN 22-1730345 and plan number 002. It reports 227 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015143722NAL0058176082001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Generant Company, Inc.
- EIN
- 22-1730345
- Plan number
- 002
- Location
- Butler, NJ
- Participants
- 227
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,020,230
- Total liabilities (EOY)
- $8,810,953
- Net assets (EOY)
- $23,209,277
- Employer contributions
- $735,538
- Total income / additions
- $6,107,088
- Benefits paid
- $1,650,765
- Administrative expenses
- $1,900
- Total expenses
- $1,888,203
- Net increase / (decrease)
- $4,218,885
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Financial Group | TRUSTEE | not reported in the loaded dataset | $1,900 |