Generational Equity, LLC 401(K) Plan — Form 5500 plan (Generational Equity 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, Generational Equity, LLC 401(K) Plan is a benefit plan reported by Generational Equity LLC under EIN 86-1122234 and plan number 001. The latest loaded filing year is 2023. The filing reports 317 participants and $26,652,929 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Generational Equity LLC
- EIN
- 86-1122234
- Plan number
- 001
- Plan type
- 2
- Location
- Richardson, TX
- Latest filing year
- 2023
- Participants
- 317
- End-of-year plan assets
- $26,652,929
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 317 | H, C | 20240927112108NAL0002009329001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,652,929
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,652,929
- Net assets (BOY)
- $21,108,064
Income & contributions
- Employer contributions
- $751,431
- Participant contributions
- $2,983,470
- Total contributions
- $3,754,992
- Total income / additions
- $7,998,187
Expenses & distributions
- Benefits paid
- $2,414,717
- Administrative expenses
- $38,605
- Total expenses
- $2,453,322
- Net increase / (decrease)
- $5,544,865
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T Rowe Price Rps, Inc. | RECORD KEEPER | $19,151 | $0 | 2023 |
| American Century Investment Managem | NONE | $0 | $0 | 2023 |
| American Funds | NONE | $0 | $0 | 2023 |
| Blackrock Funds | NONE | $0 | $0 | 2023 |
| Dimensional Funds | NONE | $0 | $0 | 2023 |
| Fidelity | NONE | $0 | $0 | 2023 |
| Invesco | NONE | $0 | $0 | 2023 |
| Jp Morgan Funds | NONE | $0 | $0 | 2023 |
| Vanguard Group | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Generational Equity LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Richardson, TX
- T Rowe Price Rps, Inc. — Schedule C compensation
- American Century Investment Managem — Schedule C compensation
- American Funds — Schedule C compensation
- Blackrock Funds — Schedule C compensation
- Dimensional Funds — Schedule C compensation
- Fidelity — Schedule C compensation
- Invesco — Schedule C compensation
- Jp Morgan Funds — Schedule C compensation
- Vanguard Group — Schedule C compensation