Generx Generators 401(K) Plan — Form 5500 plan (Generx Generators, 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, Generx Generators 401(K) Plan is a benefit plan reported by Generx Generators, LLC under EIN 83-4402984 and plan number 001. The latest loaded filing year is 2023. The filing reports 195 participants and $2,840,026 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Generx Generators, LLC
- EIN
- 83-4402984
- Plan number
- 001
- Plan type
- 2
- Location
- Oldsmar, FL
- Latest filing year
- 2023
- Participants
- 195
- End-of-year plan assets
- $2,840,026
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 195 | H, C | 20240925152725NAL0014952257001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,840,026
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,840,026
- Net assets (BOY)
- $1,906,293
Income & contributions
- Employer contributions
- $127,812
- Participant contributions
- $624,171
- Total contributions
- $770,482
- Total income / additions
- $1,179,402
Expenses & distributions
- Benefits paid
- $228,802
- Administrative expenses
- $16,749
- Total expenses
- $245,669
- Net increase / (decrease)
- $933,733
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $8,465 | $0 | 2023 |
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $8,249 | not reported in the loaded dataset | 2023 |
| Resources Investment Advisors, LLC | INVESTMENT MGMT | $35 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Generx Generators, LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Oldsmar, FL
- Empower Annuity Insurance Company O — Schedule C compensation
- Onedigital Investment Advisors LLC — Schedule C compensation
- Resources Investment Advisors, LLC — Schedule C compensation