Geovera Holdings, Inc. 401(K) Plan — Form 5500 plan (Geovera Holdings, Inc.)
Plain-English plan 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, Geovera Holdings, Inc. 401(K) Plan is a benefit plan reported by Geovera Holdings, Inc. under EIN 20-3251721 and plan number 001. The latest loaded filing year is 2023. The filing reports 210 participants and $38,420,720 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Geovera Holdings, Inc.
- EIN
- 20-3251721
- Plan number
- 001
- Plan type
- 2
- Location
- Fairfield, CA
- Latest filing year
- 2023
- Participants
- 210
- End-of-year plan assets
- $38,420,720
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 210 | H, C | 20241011172207NAL0012801891001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,420,720
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,420,720
- Net assets (BOY)
- $34,505,501
Income & contributions
- Employer contributions
- $928,765
- Participant contributions
- $1,347,641
- Total contributions
- $2,340,422
- Total income / additions
- $7,962,998
Expenses & distributions
- Benefits paid
- $4,036,773
- Administrative expenses
- $11,006
- Total expenses
- $4,047,779
- Net increase / (decrease)
- $3,915,219
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners LLC | ADVISOR | $25,000 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $8,786 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$22,780 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Geovera Holdings, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Fairfield, CA
- Global Retirement Partners LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation