Genesis Tax Of Pensacola Inc. 401(K) Plan — Form 5500 plan (Genesis Tax Of Pensacola 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 Tax Of Pensacola Inc. 401(K) Plan is a benefit plan reported by Genesis Tax Of Pensacola Inc. under EIN 47-4664056 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $164,137 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Genesis Tax Of Pensacola Inc.
EIN
47-4664056
Plan number
001
Plan type
2
Location
Cantonment, FL
Latest filing year
2023
Participants
1
End-of-year plan assets
$164,137

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231I20240326143240NAL0000619761001
20231I20240326185737NAL0001374400001
20231I20250325140128NAL0010237107001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$133,989
Total liabilities (EOY)
$0
Net assets (EOY)
$133,989
Net assets (BOY)
$106,803

Income & contributions

Employer contributions
$700
Participant contributions
$700
Total income / additions
$27,444

Expenses & distributions

Benefits paid
$0
Administrative expenses
$0
Total expenses
$258
Net increase / (decrease)
$27,186

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages