Pathology & Billing Group 401(K) Plan — Form 5500 plan (Genesis Laboratory Management, LLC)

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, Pathology & Billing Group 401(K) Plan is a benefit plan reported by Genesis Laboratory Management, LLC under EIN 26-3844242 and plan number 001. The latest loaded filing year is 2023. The filing reports 190 participants and $5,444,471 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Genesis Laboratory Management, LLC
EIN
26-3844242
Plan number
001
Plan type
2
Location
Oakhurst, NJ
Latest filing year
2023
Participants
190
End-of-year plan assets
$5,444,471

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023190H, C20250328072057NAL0001024945001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,444,471
Total liabilities (EOY)
$0
Net assets (EOY)
$5,444,471
Net assets (BOY)
$4,420,622

Income & contributions

Employer contributions
$257,420
Participant contributions
$335,663
Total contributions
$700,869
Total income / additions
$1,452,440

Expenses & distributions

Benefits paid
$384,807
Administrative expenses
$43,784
Total expenses
$428,591
Net increase / (decrease)
$1,023,849

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch Pierce Fenner SmithINVESTMENT ADVISOR$13,259not reported in the loaded dataset2023
Commonwealth Tpa Solutions LLCCONTRACT ADMIN$2,380$2,1952023
Empower Annuity Ins. Group Of Amer.RECORDKEEPER$1,264$02023
Empower Advisory Group, LLCINVESTMENT MANAGEGER$522not reported in the loaded dataset2023

Related Form 5500 pages