2023 Form 5500 filing — The Geo Save 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 20240917132637NAL0001141523001) for The Geo Save 401(K) Plan, reported by The Geo Group, Inc. under EIN 65-0043078 and plan number 001. It reports 15,326 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240917132637NAL0001141523001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Geo Group, Inc.
- EIN
- 65-0043078
- Plan number
- 001
- Location
- Boca Raton, FL
- Participants
- 15,326
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $239,264,866
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $239,264,866
- Employer contributions
- $7,299,424
- Participant contributions
- $23,545,801
- Total income / additions
- $65,826,283
- Benefits paid
- $24,758,084
- Administrative expenses
- $582,261
- Total expenses
- $25,687,132
- Net increase / (decrease)
- $40,139,151
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $500,385 | $0 |
| Creative Planning Holdco LLC Dba Cr | NONE | $51,719 | not reported in the loaded dataset |
| Creative Planning LLC | NONE | $18,274 | not reported in the loaded dataset |
| Morris Manning & Martin Llp | NONE | $11,585 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | NONE | $300 | not reported in the loaded dataset |