2023 Form 5500 filing — The Geneva Foundation 403(B) 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 20241015205520NAL0017211571005) for The Geneva Foundation 403(B) Plan, reported by The Geneva Foundation under EIN 91-1593913 and plan number 001. It reports 825 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)$34.3MReported net assets$34,348,994
Participants825
Provider compensation$88.1K3 Schedule C row(s)$88,053
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015205520NAL0017211571005
- Plan sponsor
- The Geneva Foundation
- EIN
- 91-1593913
- Plan number
- 001
- Location
- Tacoma, WA
- Received date
- not reported in the loaded dataset
How to read this filing
- This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
- Schedule chips (Sch H / I / C) show which schedules this filing includes.
- Net assets = total assets minus total liabilities (Schedule H/I).
- Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
- For the plan's full history, open the plan profile.
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)$34.3M total assets
Net assets$34.3MLiabilities$903
Full reported line items
- Total assets (EOY)
- $34,349,897
- Total liabilities (EOY)
- $903
- Net assets (EOY)
- $34,348,994
- Employer contributions
- $921,504
- Participant contributions
- $2,204,641
- Total income / additions
- $8,731,163
- Benefits paid
- $3,756,689
- Administrative expenses
- $1,092
- Total expenses
- $3,757,781
- Net increase / (decrease)
- $4,973,382
Schedule C
Reported service provider compensation
Compensation reported on the 2023 filing, ranked by reported total.
- 1
- 2
- 3
Frequently asked questions
- What does EFAST2 acknowledgement 20241015205520NAL0017211571005 cover?
- It is the 2023 Form 5500 filing for The Geneva Foundation 403(B) Plan, reported by The Geneva Foundation (EIN 91-1593913).
- Which Form 5500 schedules are attached to this 2023 filing?
- Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).