Genesis Investment Management, Llp — 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, Genesis Investment Management, Llp (EIN 98-1068837) is a plan sponsor 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
98-1068837
Location
not reported in the loaded dataset
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 Genesis Investment Management, Llp

  • 1 loaded plans hold $271K in reported assets.
  • The largest, Genesis Indian Investment Company Limited, holds 100% of this company's reported plan assets.
  • 1 of 1 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$247KSummed across loaded plans$247,000
Total reported assets$271K$271,000
Total reported participantsNot reported
Total reported liabilities$24K$24,000

Reported net position

Reported assets = net assets + liabilities (summed)$271K total assets
Net assets$247KLiabilities$24K
Contributions & income
Total income / additions$0
Expenses & distributions
Benefits paid / distributions$0
Total expenses$28K
Net increase / (decrease)-$28K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

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%Genesis Indian Investment Company Limited
Loaded plans1
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Plan #001 · not reported in the loaded dataset participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Genesis Investment Management, Llp. Open one for its full reported snapshot.

  1. 2023
    Genesis Indian Investment Company LimitedParticipants not reported · 4Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Genesis Investment Management, Llp report on Form 5500?
Genesis Investment Management, Llp (EIN 98-1068837) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Genesis Investment Management, Llp?
The Employer Identification Number (EIN) reported for Genesis Investment Management, Llp is 98-1068837.
What is the latest Form 5500 filing year for Genesis Investment Management, Llp?
The latest loaded Form 5500 filing year for Genesis Investment Management, Llp is 2023.

Related Form 5500 pages