Generant Company, Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Generant Company, Inc.)

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, Generant Company, Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Generant Company, Inc. under EIN 22-1730345 and plan number 001. The latest loaded filing year is 2023. The filing reports 193 participants and $13,288,298 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Generant Company, Inc.
EIN
22-1730345
Plan number
001
Plan type
2
Location
Butler, NJ
Latest filing year
2023
Participants
193
End-of-year plan assets
$13,288,298

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023193H, C20250731084745NAL0002451587001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,288,298
Total liabilities (EOY)
$0
Net assets (EOY)
$13,288,298
Net assets (BOY)
$11,091,347

Income & contributions

Participant contributions
$595,691
Total contributions
$727,115
Total income / additions
$3,573,707

Expenses & distributions

Benefits paid
$1,349,007
Administrative expenses
$27,749
Total expenses
$1,376,756
Net increase / (decrease)
$2,196,951

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cliftonlarsonallen, LlpAUDITOR$15,500not reported in the loaded dataset2023
Baker Tilly Vantagen, LLCTPA$11,249not reported in the loaded dataset2023
Capitalgroupretirement PlanservicesRECORDKEEPER$1,000$02023

Related Form 5500 pages