Genesis Medical Group 401(K) Profit Sharing Plan — Form 5500 plan (Genesis Medical Group)
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 Medical Group 401(K) Profit Sharing Plan is a benefit plan reported by Genesis Medical Group under EIN 81-4211994 and plan number 002. The latest loaded filing year is 2023. The filing reports 225 participants and $7,164,483 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Genesis Medical Group
- EIN
- 81-4211994
- Plan number
- 002
- Plan type
- 2
- Location
- Spring, TX
- Latest filing year
- 2023
- Participants
- 225
- End-of-year plan assets
- $7,164,483
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 225 | H, C | 20240905142807NAL0021656705001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,164,483
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,164,483
- Net assets (BOY)
- $6,211,415
Income & contributions
- Employer contributions
- $286,425
- Participant contributions
- $549,232
- Total contributions
- $836,621
- Total income / additions
- $1,727,790
Expenses & distributions
- Benefits paid
- $718,656
- Administrative expenses
- $55,023
- Total expenses
- $774,722
- Net increase / (decrease)
- $953,068
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| J P Morgan Broker-Dealer Holdings | INVESTMENT ADVISOR | $29,038 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $8,965 | $0 | 2023 |
| Roland Criss & Williams Inc Dba Rol | OTHER | $7,551 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,135 | not reported in the loaded dataset | 2023 |
| Laporte A Professional Accounting | AUDITOR | $3,834 | not reported in the loaded dataset | 2023 |
| Nixon Peabody Llp | ATTORNEY | $1,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Genesis Medical Group
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Spring, TX
- J P Morgan Broker-Dealer Holdings — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Roland Criss & Williams Inc Dba Rol — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Laporte A Professional Accounting — Schedule C compensation
- Nixon Peabody Llp — Schedule C compensation