2023 Form 5500 filing — Generation Us Retirement 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 20250102125037NAL0003135536001) for Generation Us Retirement Plan, reported by Generation Us under EIN 82-1449889 and plan number 001. It reports 244 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250102125037NAL0003135536001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Generation Us
- EIN
- 82-1449889
- Plan number
- 001
- Location
- Augusta, ME
- Participants
- 244
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,529,856
- Net assets (EOY)
- $10,529,856
- Employer contributions
- $262,590
- Participant contributions
- $702,568
- Total income / additions
- $2,574,805
- Benefits paid
- $352,959
- Administrative expenses
- $13,361
- Total expenses
- $366,320
- Net increase / (decrease)
- $2,208,485
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Group Retirement Pl Service | RECORDKEEPER | not reported in the loaded dataset | not reported in the loaded dataset |