Geovera Holdings, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Geovera Holdings, Inc. (EIN 20-3251721) is a plan sponsor located in Fairfield, CA with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
20-3251721
Location
Fairfield, CA
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$38,420,720
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$38,420,720

Contributions & income

Employer contributions
$928,765
Participant contributions
$1,347,641
Total income / additions
$7,962,998

Expenses & distributions

Benefits paid / distributions
$4,036,773
Total expenses
$4,047,779
Net increase / (decrease)
$3,915,219

Coverage

Total reported participants
487
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Geovera Holdings, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Geovera Holdings, Inc. 401(K) Plan001210$38,420,7202023
Geovera Holdings, Inc. Health And Welfare Plan501156not reported in the loaded dataset2023
Geovera Holdings, Inc. Severance Plan510121not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Geovera Holdings, Inc.
YearPlanParticipantsSchedulesFiling
2023Geovera Holdings, Inc. Severance Plan12120240131141245NAL0043465202001
2023Geovera Holdings, Inc. Health And Welfare Plan15620240814085937NAL0011571345001
2023Geovera Holdings, Inc. 401(K) Plan210H, C20241011172207NAL0012801891001

Related Form 5500 pages