Generant Company, Inc. Employee Stock Ownership Plan — Form 5500 plan (Generant Company, 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, Generant Company, Inc. Employee Stock Ownership Plan is a benefit plan reported by Generant Company, Inc. under EIN 22-1730345 and plan number 002. The latest loaded filing year is 2023. The filing reports 227 participants and $32,020,230 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Generant Company, Inc.
EIN
22-1730345
Plan number
002
Plan type
2
Location
Butler, NJ
Latest filing year
2023
Participants
227
End-of-year plan assets
$32,020,230

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023227H, C20241015143722NAL0058176082001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$32,020,230
Total liabilities (EOY)
$8,810,953
Net assets (EOY)
$23,209,277
Net assets (BOY)
$18,990,392

Income & contributions

Employer contributions
$735,538
Total contributions
$735,538
Total income / additions
$6,107,088

Expenses & distributions

Benefits paid
$1,650,765
Administrative expenses
$1,900
Total expenses
$1,888,203
Net increase / (decrease)
$4,218,885

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Financial GroupTRUSTEEnot reported in the loaded dataset$1,9002023

Related Form 5500 pages