2023 Form 5500 filing — Germane Solutions Employee Stock Ownership 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 20240722145202NAL0010653329001) for Germane Solutions Employee Stock Ownership Plan, reported by Germain & Co Inc. under EIN 20-0242557 and plan number 002. It reports 44 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$216.8KReported net assets$216,850
Participants44
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240722145202NAL0010653329001
Plan sponsor
Germain & Co Inc.
EIN
20-0242557
Plan number
002
Location
Dayton, OH
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$6.5M total assets
Net assets$216.8KLiabilities$6.2M
Money in vs. money out
Total income / additions-$354.7K
Total expenses$143.6K
Benefits paid / distributions$820
Contributions
Employer$362.2K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$6,459,960
Total liabilities (EOY)
$6,243,110
Net assets (EOY)
$216,850
Employer contributions
$362,217
Total income / additions
-$354,681
Benefits paid
$820
Total expenses
$143,624
Net increase / (decrease)
-$498,305

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240722145202NAL0010653329001 cover?
It is the 2023 Form 5500 filing for Germane Solutions Employee Stock Ownership Plan, reported by Germain & Co Inc. (EIN 20-0242557).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages