Geis Construction, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Geis Construction, 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, Geis Construction, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Geis Construction, Inc. under EIN 34-1893819 and plan number 001. The latest loaded filing year is 2023. The filing reports 249 participants and $12,266,833 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Geis Construction, Inc.
EIN
34-1893819
Plan number
001
Plan type
2
Location
Streetsboro, OH
Latest filing year
2023
Participants
249
End-of-year plan assets
$12,266,833

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023249H, C20241014154436NAL0026613441001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,266,833
Total liabilities (EOY)
$80,278
Net assets (EOY)
$12,186,555
Net assets (BOY)
$10,729,597

Income & contributions

Employer contributions
$202,939
Participant contributions
$731,465
Total contributions
$974,910
Total income / additions
$2,870,878

Expenses & distributions

Benefits paid
$1,396,221
Administrative expenses
$17,699
Total expenses
$1,413,920
Net increase / (decrease)
$1,456,958

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Nationwide InsuranceTRUST RECORDKEEPER$2,097$02023

Related Form 5500 pages