2023 Form 5500 filing — The Geneva School 401(K) 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 20250218124424NAL0005439216001) for The Geneva School 401(K) Retirement Plan, reported by The Geneva School under EIN 59-3195482 and plan number 001. It reports 150 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250218124424NAL0005439216001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Geneva School
- EIN
- 59-3195482
- Plan number
- 001
- Location
- Casselberry, FL
- Participants
- 150
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,902,720
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,902,720
- Employer contributions
- $89,238
- Participant contributions
- $448,848
- Total income / additions
- $1,339,092
- Benefits paid
- $313,485
- Administrative expenses
- $35,581
- Total expenses
- $349,066
- Net increase / (decrease)
- $990,026
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $30,538 | $0 |
| Principal Securities Inc | BROKER/ADVISER | $0 | $17,105 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,016 | not reported in the loaded dataset |
| Morningstar Inc Dba Morningstar Ass | OTHER | $1,027 | not reported in the loaded dataset |