Geneva Software, Inc. 401(K) Retirement Plan — Form 5500 plan (Geneva Software, 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, Geneva Software, Inc. 401(K) Retirement Plan is a benefit plan reported by Geneva Software, Inc. under EIN 52-1703108 and plan number 001. The latest loaded filing year is 2023. The filing reports 140 participants and $20,228,813 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Geneva Software, Inc.
- EIN
- 52-1703108
- Plan number
- 001
- Plan type
- 2
- Location
- Herndon, VA
- Latest filing year
- 2023
- Participants
- 140
- End-of-year plan assets
- $20,228,813
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 140 | H, C | 20240829084002NAL0006322947001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,228,813
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,228,813
- Net assets (BOY)
- $16,895,000
Income & contributions
- Employer contributions
- $150,998
- Participant contributions
- $793,498
- Total contributions
- $944,881
- Total income / additions
- $3,853,723
Expenses & distributions
- Benefits paid
- $481,511
- Administrative expenses
- $32,507
- Total expenses
- $519,910
- Net increase / (decrease)
- $3,333,813
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Gallagher Benefit Services | INVESTMENT ADVISOR | $20,000 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $10,495 | $0 | 2023 |
| Retirement Benefit Solutions | CONTRACT ADMIN | $1,587 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Geneva Software, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Herndon, VA
- Gallagher Benefit Services — Schedule C compensation
- Capital Group Retirement Plan Servi — Schedule C compensation
- Retirement Benefit Solutions — Schedule C compensation