2023 Form 5500 filing — Geo Services, LLC 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 20241011160804NAL0011160003001) for Geo Services, LLC 401(K) Plan, reported by Geo Services, LLC under EIN 83-1594842 and plan number 001. It reports 223 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)$20.7MReported net assets$20,726,705
Participants223
Provider compensation$9.7K2 Schedule C row(s)$9,680
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011160804NAL0011160003001
- Plan sponsor
- Geo Services, LLC
- EIN
- 83-1594842
- Plan number
- 001
- Location
- Signal Hill, CA
- Received date
- not reported in the loaded dataset
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)$20.7M total assets
Net assets$20.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $20,726,705
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,726,705
- Employer contributions
- $370,775
- Participant contributions
- $1,223,396
- Total income / additions
- $5,190,698
- Benefits paid
- $4,077,721
- Administrative expenses
- $9,680
- Total expenses
- $4,097,926
- Net increase / (decrease)
- $1,092,772
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $6,442 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $3,238 | $0 |