Genesis Engineers, Inc. 401(K) Retirement Savings Plan — Form 5500 plan (Genesis Engineers, 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, Genesis Engineers, Inc. 401(K) Retirement Savings Plan is a benefit plan reported by Genesis Engineers, Inc. under EIN 23-2883723 and plan number 001. The latest loaded filing year is 2023. The filing reports 375 participants and $38,930,396 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Genesis Engineers, Inc.
EIN
23-2883723
Plan number
001
Plan type
2
Location
Blue Bell, PA
Latest filing year
2023
Participants
375
End-of-year plan assets
$38,930,396

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023375H, C20240815084632NAL0012916369001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$38,930,396
Total liabilities (EOY)
$0
Net assets (EOY)
$38,930,396
Net assets (BOY)
$31,026,442

Income & contributions

Employer contributions
$1,064,065
Participant contributions
$3,681,056
Total contributions
$5,164,562
Total income / additions
$11,207,429

Expenses & distributions

Benefits paid
$3,252,824
Administrative expenses
$23,826
Total expenses
$3,303,475
Net increase / (decrease)
$7,903,954

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Kistler-Tiffany AdvisorsINVESTMENT ADVISOR$15,572$02023
Kt Administrators, LLCTPA; RECORD-KEEPER$8,254$02023

Related Form 5500 pages