How many benefit plans does Generations Tax & Wealth Manag report on Form 5500?

Generations Tax & Wealth Manag (EIN 85-4203137) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Generations Tax & Wealth Manag?

The Employer Identification Number (EIN) reported for Generations Tax & Wealth Manag is 85-4203137.

What is the latest Form 5500 filing year for Generations Tax & Wealth Manag?

The latest loaded Form 5500 filing year for Generations Tax & Wealth Manag is 2023.

Generations Tax & Wealth Manag — 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, Generations Tax & Wealth Manag (EIN 85-4203137) is a plan sponsor located in Tampa, FL with 1 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: 85-4203137
Location: Tampa, FL
Loaded plans: 1
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 Generations Tax & Wealth Manag

1 loaded plans hold $124.6K in reported assets.
The largest, Generations Tax & Wealth Manag 401(K) Profit Sharing Plan & Trust, holds 100% of this company's reported plan assets.
Plans cover 10 reported participants.
1 of 1 plans report full financial statements.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$124.6KSummed across loaded plans$124,593

Total reported assets$124.6K$124,593

Total reported participants10

Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$124.6K total assets

Net assets$124.6KLiabilities$0

Contributions & income

Employer contributions$0

Participant contributions$55.8K

Total income / additions$74K

Expenses & distributions

Benefits paid / distributions$0

Total expenses$15.9K

Net increase / (decrease)$58.1K

Data coverage

Plans with financial statements1 / 1 (100%)

Plans with provider compensation0 / 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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Generations Tax & Wealth Manag 401(K) Profit Sharing Plan & Trust

Participants per plan10Average across loaded plans

Loaded plans1

Ranked by reported assets

Largest loaded plans

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

1
Generations Tax & Wealth Manag 401(K) Profit Sharing Plan & Trust$124.6K
Plan #001 · 10 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 Generations Tax & Wealth Manag. Open one for its full reported snapshot.

2023
Generations Tax & Wealth Manag 401(K) Profit Sharing Plan & Trust10 participants · 2Sch I
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Generations Tax & Wealth Manag report on Form 5500?: Generations Tax & Wealth Manag (EIN 85-4203137) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Generations Tax & Wealth Manag?: The Employer Identification Number (EIN) reported for Generations Tax & Wealth Manag is 85-4203137.
What is the latest Form 5500 filing year for Generations Tax & Wealth Manag?: The latest loaded Form 5500 filing year for Generations Tax & Wealth Manag is 2023.