2023 Form 5500 filing — Genus 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240209070041NAL0002836339001) for Genus 401(K) Plan, reported by Genus under EIN 39-1256773 and plan number 001. It reports 1,296 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240209070041NAL0002836339001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Genus
- EIN
- 39-1256773
- Plan number
- 001
- Location
- Deforest, WI
- Participants
- 1,296
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $127,436,116
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $127,436,116
- Employer contributions
- $4,620,030
- Participant contributions
- $8,150,626
- Total income / additions
- $33,820,718
- Benefits paid
- $11,191,815
- Administrative expenses
- $155,141
- Total expenses
- $11,363,379
- Net increase / (decrease)
- $22,457,339
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $94,856 | $0 |
| Adp, Inc. | RECORD KEEPER | $89,615 | $0 |
| Lockton Financial Advisors, LLC | INVESTMENT/FINANCIAL ADVI | $65,045 | $0 |
| Creative Planning Holdco, LLC | INVESTMENT/FINANCIAL ADVI | $65,000 | $0 |
| Baker Tilly Virchow Krause, Llp | ACCOUNTANT | $8,000 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |