Genesis Employee Benefit Plan Trust — Form 5500 plan (David P. Ellent, Pllc)
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 Employee Benefit Plan Trust is a benefit plan reported by David P. Ellent, Pllc under EIN 81-4211994 and plan number 505. The latest loaded filing year is 2023. The filing reports 177 participants and $13,268 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- David P. Ellent, Pllc
- EIN
- 81-4211994
- Plan number
- 505
- Plan type
- 2
- Location
- Spring, TX
- Latest filing year
- 2023
- Participants
- 177
- End-of-year plan assets
- $13,268
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 177 | H, C | 20250626114505NAL0012377104001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,268
- Total liabilities (EOY)
- $133,627
- Net assets (EOY)
- -$120,359
- Net assets (BOY)
- -$82,826
Income & contributions
- Employer contributions
- $729,603
- Participant contributions
- $368,510
- Total contributions
- $1,098,113
- Total income / additions
- $1,098,113
Expenses & distributions
- Benefits paid
- $1,045,958
- Administrative expenses
- $89,688
- Total expenses
- $1,135,646
- Net increase / (decrease)
- -$37,533
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Entrust, LLC Dba 90 Degree Benefits | CONTRACT ADMINISTRATOR | $118,082 | not reported in the loaded dataset | 2023 |
| Connect Health Services Company LLC | NONE | $56,255 | not reported in the loaded dataset | 2023 |
| Medical Helpline, LLC | COMMON OWN'SHIP W ENTRUST | $21,232 | not reported in the loaded dataset | 2023 |
| Healthsmart | NONE | $0 | $9,039 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for David P. Ellent, Pllc
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Spring, TX
- Entrust, LLC Dba 90 Degree Benefits — Schedule C compensation
- Connect Health Services Company LLC — Schedule C compensation
- Medical Helpline, LLC — Schedule C compensation
- Healthsmart — Schedule C compensation