Genesee Lung Associates Inc. 401(K) Plan — Form 5500 plan (Genesee Lung Associates)

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, Genesee Lung Associates Inc. 401(K) Plan is a benefit plan reported by Genesee Lung Associates under EIN 38-2635647 and plan number 002. The latest loaded filing year is 2023. The filing reports 16 participants and $5,292,686 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Genesee Lung Associates
EIN
38-2635647
Plan number
002
Plan type
2
Location
Grand Blanc, MI
Latest filing year
2023
Participants
16
End-of-year plan assets
$5,292,686

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202316I20240927115150NAL0004154866001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$5,292,686
Total liabilities (EOY)
$0
Net assets (EOY)
$5,292,686
Net assets (BOY)
$7,101,762

Income & contributions

Employer contributions
$221,923
Participant contributions
$137,835
Total income / additions
$2,043,850

Expenses & distributions

Benefits paid
$3,852,726
Administrative expenses
$200
Total expenses
$3,852,926
Net increase / (decrease)
-$1,809,076

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages