Genie Healthcare 401(K) Plan — Form 5500 plan (Genie Healthcare 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, Genie Healthcare 401(K) Plan is a benefit plan reported by Genie Healthcare Inc under EIN 81-3705298 and plan number 001. The latest loaded filing year is 2023. The filing reports 686 participants and $2,169,583 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Genie Healthcare Inc
- EIN
- 81-3705298
- Plan number
- 001
- Plan type
- 2
- Location
- East Windsor, NJ
- Latest filing year
- 2023
- Participants
- 686
- End-of-year plan assets
- $2,169,583
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 686 | H, C | 20241007064610NAL0031166610001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,169,583
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,169,583
- Net assets (BOY)
- $1,299,955
Income & contributions
- Employer contributions
- $308,561
- Participant contributions
- $849,094
- Total contributions
- $1,197,772
- Total income / additions
- $1,495,447
Expenses & distributions
- Benefits paid
- $537,258
- Administrative expenses
- $23,396
- Total expenses
- $625,819
- Net increase / (decrease)
- $869,628
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $15,595 | $0 | 2023 |
| Global Retirement Partners | INVESTMENT/FINANCIAL ADVI | $7,800 | $0 | 2023 |