2023 Form 5500 filing — Steven Enterprises 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 20241014180303NAL0045589920001) for Steven Enterprises 401(K) Plan, reported by Genesis Health Clubs Management Inc under EIN 88-0413082 and plan number 001. It reports 1,194 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)$9.7MReported net assets$9,689,370
Participants1.2K1,194
Provider compensation$6.9K1 Schedule C row(s)$6,860
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014180303NAL0045589920001
- Plan sponsor
- Genesis Health Clubs Management Inc
- EIN
- 88-0413082
- Plan number
- 001
- Location
- Wichita, KS
- 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)$9.7M total assets
Net assets$9.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $9,689,370
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,689,370
- Employer contributions
- $408,025
- Participant contributions
- $727,307
- Total income / additions
- $2,648,112
- Benefits paid
- $658,528
- Administrative expenses
- $8,016
- Total expenses
- $672,272
- Net increase / (decrease)
- $1,975,840
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sentry Life Insurance Company | RECORDKEEPER | $6,860 | $0 |