Genesiscare Usa, Inc. Profit Sharing 401(K) Retirement Plan — Form 5500 plan (Genesiscare Usa, 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, Genesiscare Usa, Inc. Profit Sharing 401(K) Retirement Plan is a benefit plan reported by Genesiscare Usa, Inc. under EIN 65-0768951 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,712 participants and $265,756,743 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Genesiscare Usa, Inc.
EIN
65-0768951
Plan number
001
Plan type
2
Location
Fort Myers, FL
Latest filing year
2023
Participants
3,712
End-of-year plan assets
$265,756,743

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,712H, C20241008131618NAL0017632577001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$265,756,743
Total liabilities (EOY)
$0
Net assets (EOY)
$265,756,743
Net assets (BOY)
$241,323,156

Income & contributions

Employer contributions
$5,400,082
Participant contributions
$19,623,197
Total contributions
$26,862,886
Total income / additions
$68,438,405

Expenses & distributions

Benefits paid
$43,746,458
Administrative expenses
$247,711
Total expenses
$44,004,818
Net increase / (decrease)
$24,433,587

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$247,711$02023

Related Form 5500 pages