Genesis Corp. 401(K) Employees Savings Plan — Form 5500 plan (Genesis Corp.)

Plain-English plan 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, Genesis Corp. 401(K) Employees Savings Plan is a benefit plan reported by Genesis Corp. under EIN 13-4041496 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,839 participants and $37,987,438 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Genesis Corp.
EIN
13-4041496
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
1,839
End-of-year plan assets
$37,987,438

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,839H, C20241014090111NAL0043931824001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$37,987,438
Total liabilities (EOY)
$0
Net assets (EOY)
$37,987,438
Net assets (BOY)
$31,008,593

Income & contributions

Employer contributions
$0
Participant contributions
$4,983,555
Total contributions
$5,656,526
Total income / additions
$11,206,717

Expenses & distributions

Benefits paid
$4,034,331
Administrative expenses
$165,481
Total expenses
$4,227,872
Net increase / (decrease)
$6,978,845

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bleakley Financial Group LLCADVISOR$96,668not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$68,813$02023

Related Form 5500 pages