Generations LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Generations 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, Generations LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Generations LLC under EIN 93-1140342 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,430 participants and $8,413,909 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Generations LLC
- EIN
- 93-1140342
- Plan number
- 001
- Plan type
- 2
- Location
- Clackamas, OR
- Latest filing year
- 2023
- Participants
- 1,430
- End-of-year plan assets
- $8,413,909
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,430 | H, C | 20241010153216NAL0010196451001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,413,909
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,413,909
- Net assets (BOY)
- $6,741,369
Income & contributions
- Employer contributions
- $588,177
- Participant contributions
- $1,067,936
- Total contributions
- $1,774,427
- Total income / additions
- $2,983,683
Expenses & distributions
- Benefits paid
- $1,252,505
- Administrative expenses
- $58,638
- Total expenses
- $1,311,143
- Net increase / (decrease)
- $1,672,540
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Levelized Compensation Advisor | INVESTMENT ADVISORY | $18,263 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Global Banking Opera | ADVISOR | $18,156 | not reported in the loaded dataset | 2023 |
| Erisa Fiduciary Services, Inc. | CONTRACT ADMINISTRATOR | $11,445 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | RECORDKEEPER | $10,324 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Generations LLC
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Clackamas, OR
- Levelized Compensation Advisor — Schedule C compensation
- Morgan Stanley Global Banking Opera — Schedule C compensation
- Erisa Fiduciary Services, Inc. — Schedule C compensation
- Paychex, Inc. — Schedule C compensation