Plan5500

Geneva Financial, LLC — 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, Geneva Financial, LLC (EIN 26-1589507) is a plan sponsor located in Chandler, AZ with 2 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
26-1589507
Location
Chandler, AZ
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Geneva Financial, LLC

  • 2 loaded plans hold $4.8M in reported assets.
  • The largest, Geneva Financial, LLC 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 830 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.8MSummed across loaded plans$4,793,342
Total reported assets$4.8M$4,793,342
Total reported participants830
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$4.8M total assets
Net assets$4.8MLiabilities$0
Contributions & income
Employer contributionsNot reported
Participant contributions$1M
Total income / additions$2M
Expenses & distributions
Benefits paid / distributions$1.1M
Total expenses$1.2M
Net increase / (decrease)$858.8K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Geneva Financial, LLC 401(K) Plan
Participants per plan415Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Geneva Financial, LLC 401(K) Plan$4.8M
    Plan #001 · 545 participants · 2023
  2. 2
    Geneva Financial Welfare Benefit Plannot reported in the loaded dataset
    Plan #501 · 285 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Geneva Financial, LLC. Open one for its full reported snapshot.

  1. 2023
    Geneva Financial Welfare Benefit Plan285 participants · 2No schedules
    View filing →
  2. 2023
    Geneva Financial, LLC 401(K) Plan545 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Geneva Financial, LLC report on Form 5500?
Geneva Financial, LLC (EIN 26-1589507) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Geneva Financial, LLC?
The Employer Identification Number (EIN) reported for Geneva Financial, LLC is 26-1589507.
What is the latest Form 5500 filing year for Geneva Financial, LLC?
The latest loaded Form 5500 filing year for Geneva Financial, LLC is 2023.

Related Form 5500 pages