Steven Enterprises 401(K) Plan — Form 5500 plan (Genesis Health Clubs Management 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, Steven Enterprises 401(K) Plan is a benefit plan reported by Genesis Health Clubs Management Inc under EIN 88-0413082 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,194 participants and $9,689,370 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Genesis Health Clubs Management Inc
EIN
88-0413082
Plan number
001
Plan type
2
Location
Wichita, KS
Latest filing year
2023
Participants
1,194
End-of-year plan assets
$9,689,370

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,194H, C20241014180303NAL0045589920001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,689,370
Total liabilities (EOY)
$0
Net assets (EOY)
$9,689,370
Net assets (BOY)
$7,713,530

Income & contributions

Employer contributions
$408,025
Participant contributions
$727,307
Total contributions
$1,166,783
Total income / additions
$2,648,112

Expenses & distributions

Benefits paid
$658,528
Administrative expenses
$8,016
Total expenses
$672,272
Net increase / (decrease)
$1,975,840

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sentry Life Insurance CompanyRECORDKEEPER$6,860$02023

Related Form 5500 pages