2023 Form 5500 filing — Geneva Supply 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 20241007140228NAL0008941667001) for Geneva Supply 401(K) Plan, reported by Geneva Supply, Inc. under EIN 27-0992155 and plan number 002. It reports 264 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.5MReported net assets$2,479,046
Participants264
Provider compensation$31K1 Schedule C row(s)$30,998
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241007140228NAL0008941667001
Plan sponsor
Geneva Supply, Inc.
EIN
27-0992155
Plan number
002
Location
Delevan, WI
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$2.5M total assets
Net assets$2.5MLiabilities$0
Money in vs. money out
Total income / additions$1.2M
Total expenses$40.4K
Benefits paid / distributions$38.2K
Contributions
Employer$224.1K
Participant$418.6K
Full reported line items
Total assets (EOY)
$2,479,046
Total liabilities (EOY)
$0
Net assets (EOY)
$2,479,046
Employer contributions
$224,089
Participant contributions
$418,640
Total income / additions
$1,227,944
Benefits paid
$38,165
Administrative expenses
$2,243
Total expenses
$40,408
Net increase / (decrease)
$1,187,536
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $454 · Indirect $30.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241007140228NAL0008941667001 cover?
It is the 2023 Form 5500 filing for Geneva Supply 401(K) Plan, reported by Geneva Supply, Inc. (EIN 27-0992155).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages