2023 Form 5500 filing — Genesis Administrative Services 401(K) Plan #2
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 20241015161948NAL0029083793001) for Genesis Administrative Services 401(K) Plan #2, reported by Genesis Administrative Services LLC under EIN 30-0847166 and plan number 007. It reports 5,526 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)$84.9MReported net assets$84,928,800
Participants5.5K5,526
Provider compensation$161.8K4 Schedule C row(s)$161,755
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015161948NAL0029083793001
- Plan sponsor
- Genesis Administrative Services LLC
- EIN
- 30-0847166
- Plan number
- 007
- Location
- Kennett Square, PA
- 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)$84.9M total assets
Net assets$84.9MLiabilities$1.5K
Full reported line items
- Total assets (EOY)
- $84,930,271
- Total liabilities (EOY)
- $1,471
- Net assets (EOY)
- $84,928,800
- Employer contributions
- $133,416
- Participant contributions
- $6,475,339
- Total income / additions
- $21,612,578
- Benefits paid
- $12,538,092
- Administrative expenses
- $200,887
- Total expenses
- $13,360,385
- Net increase / (decrease)
- $8,252,193
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $80,493 | $0 |
| Capfinancial Partners LLC | NONE | $60,000 | not reported in the loaded dataset |
| Eisneramper, Llp | NONE | $21,262 | not reported in the loaded dataset |
| Prudential Trust Company | NONE | $0 | not reported in the loaded dataset |