Generation Us Retirement Plan — Form 5500 plan (Generation Us)
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, Generation Us Retirement Plan is a benefit plan reported by Generation Us under EIN 82-1449889 and plan number 001. The latest loaded filing year is 2023. The filing reports 244 participants and $10,529,856 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Generation Us
- EIN
- 82-1449889
- Plan number
- 001
- Plan type
- 2
- Location
- Augusta, ME
- Latest filing year
- 2023
- Participants
- 244
- End-of-year plan assets
- $10,529,856
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 244 | H, C | 20250102125037NAL0003135536001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,529,856
- Net assets (EOY)
- $10,529,856
- Net assets (BOY)
- $8,321,371
Income & contributions
- Employer contributions
- $262,590
- Participant contributions
- $702,568
- Total contributions
- $965,158
- Total income / additions
- $2,574,805
Expenses & distributions
- Benefits paid
- $352,959
- Administrative expenses
- $13,361
- Total expenses
- $366,320
- Net increase / (decrease)
- $2,208,485
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capital Group Retirement Pl Service | RECORDKEEPER | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |