The Geneva School 401(K) Retirement Plan — Form 5500 plan (The Geneva School)
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, The Geneva School 401(K) Retirement Plan is a benefit plan reported by The Geneva School under EIN 59-3195482 and plan number 001. The latest loaded filing year is 2023. The filing reports 150 participants and $5,902,720 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Geneva School
- EIN
- 59-3195482
- Plan number
- 001
- Plan type
- 2
- Location
- Casselberry, FL
- Latest filing year
- 2023
- Participants
- 150
- End-of-year plan assets
- $5,902,720
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 150 | H, C | 20250218124424NAL0005439216001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,902,720
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,902,720
- Net assets (BOY)
- $4,912,694
Income & contributions
- Employer contributions
- $89,238
- Participant contributions
- $448,848
- Total contributions
- $550,756
- Total income / additions
- $1,339,092
Expenses & distributions
- Benefits paid
- $313,485
- Administrative expenses
- $35,581
- Total expenses
- $349,066
- Net increase / (decrease)
- $990,026
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $30,538 | $0 | 2023 |
| Principal Securities Inc | BROKER/ADVISER | $0 | $17,105 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,016 | not reported in the loaded dataset | 2023 |
| Morningstar Inc Dba Morningstar Ass | OTHER | $1,027 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Geneva School
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Casselberry, FL
- Empower Annuity Insurance Company O — Schedule C compensation
- Principal Securities Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Morningstar Inc Dba Morningstar Ass — Schedule C compensation