2023 Form 5500 filing — Genesis Corp. 401(K) Employees Savings 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 20241014090111NAL0043931824001) for Genesis Corp. 401(K) Employees Savings Plan, reported by Genesis Corp. under EIN 13-4041496 and plan number 001. It reports 1,839 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014090111NAL0043931824001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Genesis Corp.
- EIN
- 13-4041496
- Plan number
- 001
- Location
- New York, NY
- Participants
- 1,839
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,987,438
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,987,438
- Employer contributions
- $0
- Participant contributions
- $4,983,555
- Total income / additions
- $11,206,717
- Benefits paid
- $4,034,331
- Administrative expenses
- $165,481
- Total expenses
- $4,227,872
- Net increase / (decrease)
- $6,978,845
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bleakley Financial Group LLC | ADVISOR | $96,668 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $68,813 | $0 |