2023 Form 5500 filing — Generant Company, Inc. 401(K) Profit Sharing Plan And Trust

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 20250731084745NAL0002451587001) for Generant Company, Inc. 401(K) Profit Sharing Plan And Trust, reported by Generant Company, Inc. under EIN 22-1730345 and plan number 001. It reports 193 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250731084745NAL0002451587001
Filing year
2023
Form type
2
Plan sponsor
Generant Company, Inc.
EIN
22-1730345
Plan number
001
Location
Butler, NJ
Participants
193
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$13,288,298
Total liabilities (EOY)
$0
Net assets (EOY)
$13,288,298
Participant contributions
$595,691
Total income / additions
$3,573,707
Benefits paid
$1,349,007
Administrative expenses
$27,749
Total expenses
$1,376,756
Net increase / (decrease)
$2,196,951
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Cliftonlarsonallen, LlpAUDITOR$15,500not reported in the loaded dataset
Baker Tilly Vantagen, LLCTPA$11,249not reported in the loaded dataset
Capitalgroupretirement PlanservicesRECORDKEEPER$1,000$0

Related Form 5500 pages