Geologic Associates 401k Profit Sharing Plan — Form 5500 plan (Geologic Associates)
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, Geologic Associates 401k Profit Sharing Plan is a benefit plan reported by Geologic Associates under EIN 95-4313020 and plan number 001. The latest loaded filing year is 2023. The filing reports 355 participants and $73,871,369 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Geologic Associates
- EIN
- 95-4313020
- Plan number
- 001
- Plan type
- 2
- Location
- Ontario, CA
- Latest filing year
- 2023
- Participants
- 355
- End-of-year plan assets
- $73,871,369
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 355 | H, C | 20240909180331NAL0002552131001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $73,871,369
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $73,871,369
- Net assets (BOY)
- $60,651,904
Income & contributions
- Employer contributions
- $1,250,566
- Participant contributions
- $2,926,024
- Total contributions
- $5,212,201
- Total income / additions
- $16,245,270
Expenses & distributions
- Benefits paid
- $2,982,631
- Administrative expenses
- $43,174
- Total expenses
- $3,025,805
- Net increase / (decrease)
- $13,219,465
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morningstar | SERVICE | $0 | $33,213 | 2023 |
| Voya Retirment Ins & Annuity Co | SERVICE | $0 | $33,213 | 2023 |
| Actuarial Benefits Corp | TPA | $0 | $32,149 | 2023 |