Geo Services, LLC 401(K) Plan — Form 5500 plan (Geo Services, 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, Geo Services, LLC 401(K) Plan is a benefit plan reported by Geo Services, LLC under EIN 83-1594842 and plan number 001. The latest loaded filing year is 2023. The filing reports 223 participants and $20,726,705 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Geo Services, LLC
EIN
83-1594842
Plan number
001
Plan type
2
Location
Signal Hill, CA
Latest filing year
2023
Participants
223
End-of-year plan assets
$20,726,705

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023223H, C20241011160804NAL0011160003001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,726,705
Total liabilities (EOY)
$0
Net assets (EOY)
$20,726,705
Net assets (BOY)
$20,087,968

Income & contributions

Employer contributions
$370,775
Participant contributions
$1,223,396
Total contributions
$1,606,623
Total income / additions
$5,190,698

Expenses & distributions

Benefits paid
$4,077,721
Administrative expenses
$9,680
Total expenses
$4,097,926
Net increase / (decrease)
$1,092,772

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$6,442not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$3,238$02023

Related Form 5500 pages