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 20241015153828NAL0014984003001) for Geo Services, LLC 401(K) Plan, reported by Geo Services, LLC under EIN 20-4030497 and plan number 001. It reports 106 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)$0Reported net assets
Participants106
Provider compensation$1.3K3 Schedule C row(s)$1,250
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015153828NAL0014984003001
- Plan sponsor
- Geo Services, LLC
- EIN
- 20-4030497
- Plan number
- 001
- Location
- Knoxville, TN
- 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.
Full reported line items
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Total income / additions
- $175,547
- Benefits paid
- $0
- Administrative expenses
- $1,500
- Total expenses
- $1,500
- Net increase / (decrease)
- $174,047
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Erisa Services, Inc. | THIRD PARTY ADMINISRATOR | $0 | $784 |
| Morningstar Investment Management | SERVICE PROVIDER | $233 | not reported in the loaded dataset |
| Voya Retirement | SERVICE PROVIDER | $233 | not reported in the loaded dataset |