Genesis Administrative Services 401(K) Plan #2 — Form 5500 plan (Genesis Administrative Services LLC)
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 Administrative Services 401(K) Plan #2 is a benefit plan reported by Genesis Administrative Services LLC under EIN 30-0847166 and plan number 007. The latest loaded filing year is 2023. The filing reports 5,526 participants and $84,930,271 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Genesis Administrative Services LLC
- EIN
- 30-0847166
- Plan number
- 007
- Plan type
- 2
- Location
- Kennett Square, PA
- Latest filing year
- 2023
- Participants
- 5,526
- End-of-year plan assets
- $84,930,271
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,526 | H, C | 20241015161948NAL0029083793001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $84,930,271
- Total liabilities (EOY)
- $1,471
- Net assets (EOY)
- $84,928,800
- Net assets (BOY)
- $101,879,257
Income & contributions
- Employer contributions
- $133,416
- Participant contributions
- $6,475,339
- Total contributions
- $8,294,399
- Total income / additions
- $21,612,578
Expenses & distributions
- Benefits paid
- $12,538,092
- Administrative expenses
- $200,887
- Total expenses
- $13,360,385
- Net increase / (decrease)
- $8,252,193
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $80,493 | $0 | 2023 |
| Capfinancial Partners LLC | NONE | $60,000 | not reported in the loaded dataset | 2023 |
| Eisneramper, Llp | NONE | $21,262 | not reported in the loaded dataset | 2023 |
| Prudential Trust Company | NONE | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Genesis Administrative Services LLC
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Kennett Square, PA
- Empower Annuity Insurance Company O — Schedule C compensation
- Capfinancial Partners LLC — Schedule C compensation
- Eisneramper, Llp — Schedule C compensation
- Prudential Trust Company — Schedule C compensation