Genesis Medical Associates, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Genesis Medical Associates, 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, Genesis Medical Associates, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Genesis Medical Associates, Inc. under EIN 25-1753321 and plan number 001. The latest loaded filing year is 2023. The filing reports 265 participants and $43,069,952 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Genesis Medical Associates, Inc.
- EIN
- 25-1753321
- Plan number
- 001
- Plan type
- 2
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 265
- End-of-year plan assets
- $43,069,952
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 265 | H, C | 20241015110130NAL0029337041001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $43,069,952
- Total liabilities (EOY)
- $466
- Net assets (EOY)
- $43,069,486
- Net assets (BOY)
- $37,266,094
Income & contributions
- Employer contributions
- $1,665,455
- Participant contributions
- $1,272,817
- Total contributions
- $3,835,532
- Total income / additions
- $9,830,446
Expenses & distributions
- Benefits paid
- $3,950,573
- Administrative expenses
- $76,481
- Total expenses
- $4,027,054
- Net increase / (decrease)
- $5,803,392
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $56,533 | not reported in the loaded dataset | 2023 |
| Capital Research And Management Co. | RECORDKEEPER | $19,518 | $0 | 2023 |
| Dunbar, Bender & Zapf, Inc. | CONTRACT ADMINISTRATOR | $625 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Genesis Medical Associates, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- Morgan Stanley — Schedule C compensation
- Capital Research And Management Co. — Schedule C compensation
- Dunbar, Bender & Zapf, Inc. — Schedule C compensation