Fleetgenius 401k Plan — Form 5500 plan (Fleetgenius, LLC)
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, Fleetgenius 401k Plan is a benefit plan reported by Fleetgenius, LLC under EIN 83-2522418 and plan number 002. The latest loaded filing year is 2023. The filing reports 370 participants and $5,770,425 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$5.8MPlan net assets, end of year$5,770,425
Participants370Covered participants reported
Assets / participant$15.6KComputed: assets ÷ participants$15,596 (computed)
Provider compensation$4.2K3 Schedule C provider row(s)$4,235
- Plan sponsor
- Fleetgenius, LLC
- EIN
- 83-2522418
- Plan number
- 002
- Plan type
- 2
- Location
- Naples, FL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 370 | H, C | 20241008105829NAL0016486033001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$5.8M total assets
Net assets$5.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $5,770,425
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,770,425
- Net assets (BOY)
- $5,522,781
Income & contributions
- Employer contributions
- $224,399
- Participant contributions
- $452,104
- Total contributions
- $747,752
- Total income / additions
- $1,685,725
Expenses & distributions
- Benefits paid
- $1,423,655
- Administrative expenses
- $14,426
- Total expenses
- $1,438,081
- Net increase / (decrease)
- $247,644
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
33%67%
Employer 33%Participant 67%
Total expenses ÷ net assets25%Computed ratio
Benefits paid ÷ total income84%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ascensus | THIRD PARTY ADMINISTRATO | $0 | $3,357 | 2023 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $439 | $0 | 2023 |
| Morningstar Investment Management | INVESTMENT ADVISORY | $439 | not reported in the loaded dataset | 2023 |