2023 Form 5500 filing — Geneva Software, Inc. 401(K) Retirement 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 20240829084002NAL0006322947001) for Geneva Software, Inc. 401(K) Retirement Plan, reported by Geneva Software, Inc. under EIN 52-1703108 and plan number 001. It reports 140 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240829084002NAL0006322947001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Geneva Software, Inc.
- EIN
- 52-1703108
- Plan number
- 001
- Location
- Herndon, VA
- Participants
- 140
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,228,813
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,228,813
- Employer contributions
- $150,998
- Participant contributions
- $793,498
- Total income / additions
- $3,853,723
- Benefits paid
- $481,511
- Administrative expenses
- $32,507
- Total expenses
- $519,910
- Net increase / (decrease)
- $3,333,813
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gallagher Benefit Services | INVESTMENT ADVISOR | $20,000 | not reported in the loaded dataset |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $10,495 | $0 |
| Retirement Benefit Solutions | CONTRACT ADMIN | $1,587 | not reported in the loaded dataset |