Genus 401(K) Plan — Form 5500 plan (Genus)
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, Genus 401(K) Plan is a benefit plan reported by Genus under EIN 39-1256773 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,296 participants and $106,651,931 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Genus
- EIN
- 39-1256773
- Plan number
- 001
- Plan type
- 2
- Location
- Deforest, WI
- Latest filing year
- 2023
- Participants
- 1,296
- End-of-year plan assets
- $106,651,931
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,296 | H, C | 20240209070041NAL0002836339001 |
| 2023 | 1,640 | H, C | 20241015082302NAL0029006577001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $127,436,116
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $127,436,116
- Net assets (BOY)
- $104,978,777
Income & contributions
- Employer contributions
- $4,620,030
- Participant contributions
- $8,150,626
- Total contributions
- $12,861,904
- Total income / additions
- $33,820,718
Expenses & distributions
- Benefits paid
- $11,191,815
- Administrative expenses
- $155,141
- Total expenses
- $11,363,379
- Net increase / (decrease)
- $22,457,339
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $94,856 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $89,615 | $0 | 2023 |
| Lockton Financial Advisors, LLC | INVESTMENT/FINANCIAL ADVI | $65,045 | $0 | 2023 |
| Creative Planning Holdco, LLC | INVESTMENT/FINANCIAL ADVI | $65,000 | $0 | 2023 |
| Baker Tilly Virchow Krause, Llp | ACCOUNTANT | $8,000 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Genus
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Deforest, WI
- Adp, Inc. — Schedule C compensation
- Lockton Financial Advisors, LLC — Schedule C compensation
- Creative Planning Holdco, LLC — Schedule C compensation
- Baker Tilly Virchow Krause, Llp — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation