2023 Form 5500 filing — Fleetgenius 401k 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 20241008105829NAL0016486033001) for Fleetgenius 401k Plan, reported by Fleetgenius, LLC under EIN 83-2522418 and plan number 002. It reports 370 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)$5.8MReported net assets$5,770,425
Participants370
Provider compensation$4.2K3 Schedule C row(s)$4,235
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241008105829NAL0016486033001
Plan sponsor
Fleetgenius, LLC
EIN
83-2522418
Plan number
002
Location
Naples, FL
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)$5.8M total assets
Net assets$5.8MLiabilities$0
Money in vs. money out
Total income / additions$1.7M
Total expenses$1.4M
Benefits paid / distributions$1.4M
Contributions
Employer$224.4K
Participant$452.1K
Full reported line items
Total assets (EOY)
$5,770,425
Total liabilities (EOY)
$0
Net assets (EOY)
$5,770,425
Employer contributions
$224,399
Participant contributions
$452,104
Total income / additions
$1,685,725
Benefits paid
$1,423,655
Administrative expenses
$14,426
Total expenses
$1,438,081
Net increase / (decrease)
$247,644
Schedule C

Reported service provider compensation

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

  1. 1
    THIRD PARTY ADMINISTRATO · Direct $0 · Indirect $3.4K
  2. 2
    SERVICE PROVIDER · Direct $439 · Indirect $0
  3. 3
    INVESTMENT ADVISORY · Direct $439

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008105829NAL0016486033001 cover?
It is the 2023 Form 5500 filing for Fleetgenius 401k Plan, reported by Fleetgenius, LLC (EIN 83-2522418).
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