Geneos Wealth Management, Inc. — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Geneos Wealth Management, Inc. is reported as a service provider on 16 loaded Form 5500 filing(s) across 16 plan sponsor(s) and 16 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $174,201 and reported indirect compensation totals $94,420.
Reported compensation summary
- Reported direct compensation
- $174,201
- Reported indirect compensation
- $94,420
- Total reported compensation
- $268,621
- Filings
- 16
- Plan sponsors
- 16
- Plans
- 16
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Lifespring, Inc. | IN | 1 | $41,210 |
| Lda Management Company, Inc. | TX | 1 | $32,309 |
| Youth For Christ/Usa | CO | 1 | $25,834 |
| Avita Medical Americas LLC | CA | 1 | $18,605 |
| American Subcontractors Association North Texas Chapter | TX | 1 | $16,965 |
| Wiseda Corporation | TX | 1 | $16,587 |
| C.C. Young Memorial Home | TX | 1 | $15,807 |
| Sonoran University Of Health Sci | AZ | 1 | $15,388 |
| Bowers And Kubota Consulting | HI | 1 | $14,958 |
| Gracent, LLC | IL | 1 | $14,343 |
State footprint
Plans reporting Geneos Wealth Management, Inc. are sponsored in TX (4), CA (3), AZ (2), CO (2), IL (1), IN (1), MO (1), NE (1), HI (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Lifespring, Inc. | Lifespring Employee Incentive Retirement Plan | 2023 | $41,210 | not reported in the loaded dataset |
| Lda Management Company, Inc. | Lda Management Company, Inc. 401(K) Plan | 2023 | $0 | $32,309 |
| Youth For Christ/Usa | Youth For Christ/Usa 403(B) Retirement Plan | 2023 | $25,834 | not reported in the loaded dataset |
| Avita Medical Americas LLC | Avita Medical Americas LLC 401(K) Profit Sharing Plan And Trust | 2023 | $0 | $18,605 |
| American Subcontractors Association North Texas Chapter | Asa North Texas Multiple Employer 401(K) Plan | 2023 | $16,965 | $0 |
| Wiseda Corporation | Wiseda Corporation 401(K) Plan | 2023 | $16,587 | $0 |
| C.C. Young Memorial Home | C.C. Young Retirement Plan | 2023 | $0 | $15,807 |
| Sonoran University Of Health Sci | Sonoran University Of Health Sciences 401(K) Plan | 2023 | $15,388 | $0 |
| Bowers And Kubota Consulting | Bowers & Kubota Consulting 401k Profit Sharing & Retirement Plan | 2023 | $14,958 | $0 |
| Gracent, LLC | Gracent, LLC 401(K) Plan | 2023 | $0 | $14,343 |
| Jhl Constructors LLC | Jhl Constructors, LLC Profit Sharing Plan & Trust | 2023 | $0 | $13,356 |
| Vivant Behavioral Holdings LLC | Vivant Behavioral Holdings 401(K) Plan | 2023 | $12,777 | $0 |
| Ignition Creative, LLC | Ignition Creative, LLC 401(K) Plan | 2023 | $8,900 | $0 |
| Dca Outdoor, Inc. | Dca Outdoor, Inc. 401(K) Plan | 2023 | $8,279 | not reported in the loaded dataset |
| Bryan Hospital Kearney D.B.A. Kearney Regional Medical Center | Bryan Hospital Kearney D. B. A. Kearney Regional Medical Center Retirement Plan | 2023 | $7,676 | not reported in the loaded dataset |
| Society Of St Vincent De Paul Council Of Los Angeles | Society Of St Vincent De Paul Council Of Los Angeles 403(B) Plan | 2023 | $5,627 | not reported in the loaded dataset |
Related Form 5500 pages
- Lifespring Employee Incentive Retirement Plan (plan 002)
- Lifespring, Inc. — all reported plans
- Lda Management Company, Inc. 401(K) Plan (plan 001)
- Lda Management Company, Inc. — all reported plans
- Youth For Christ/Usa 403(B) Retirement Plan (plan 001)
- Youth For Christ/Usa — all reported plans
- Avita Medical Americas LLC 401(K) Profit Sharing Plan And Trust (plan 001)
- Avita Medical Americas LLC — all reported plans
- Asa North Texas Multiple Employer 401(K) Plan (plan 001)
- American Subcontractors Association North Texas Chapter — all reported plans
- Wiseda Corporation 401(K) Plan (plan 001)
- Wiseda Corporation — all reported plans
- C.C. Young Retirement Plan (plan 001)
- C.C. Young Memorial Home — all reported plans
- Sonoran University Of Health Sciences 401(K) Plan (plan 001)
- Sonoran University Of Health Sci — all reported plans
- Bowers & Kubota Consulting 401k Profit Sharing & Retirement Plan (plan 001)
- Bowers And Kubota Consulting — all reported plans
- Gracent, LLC 401(K) Plan (plan 001)
- Gracent, LLC — all reported plans
- Jhl Constructors, LLC Profit Sharing Plan & Trust (plan 001)
- Jhl Constructors LLC — all reported plans
- Vivant Behavioral Holdings 401(K) Plan (plan 001)
- Vivant Behavioral Holdings LLC — all reported plans
- Ignition Creative, LLC 401(K) Plan (plan 001)
- Ignition Creative, LLC — all reported plans
- Dca Outdoor, Inc. 401(K) Plan (plan 001)
- Dca Outdoor, Inc. — all reported plans
- Bryan Hospital Kearney D. B. A. Kearney Regional Medical Center Retirement Plan (plan 001)
- Bryan Hospital Kearney D.B.A. Kearney Regional Medical Center — all reported plans
- Society Of St Vincent De Paul Council Of Los Angeles 403(B) Plan (plan 001)
- Society Of St Vincent De Paul Council Of Los Angeles — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources