Geon Performance Solutions 401(K) Plan — Form 5500 plan (Geon Performance Solutions)
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, Geon Performance Solutions 401(K) Plan is a benefit plan reported by Geon Performance Solutions under EIN 84-3122624 and plan number 001. The latest loaded filing year is 2023. The filing reports 861 participants and $103,282,669 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Geon Performance Solutions
- EIN
- 84-3122624
- Plan number
- 001
- Plan type
- 2
- Location
- Westlake, OH
- Latest filing year
- 2023
- Participants
- 861
- End-of-year plan assets
- $103,282,669
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 861 | H, C | 20240927105448NAL0001957633001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $103,282,669
- Total liabilities (EOY)
- $688
- Net assets (EOY)
- $103,281,981
- Net assets (BOY)
- $85,501,436
Income & contributions
- Employer contributions
- $2,340,149
- Participant contributions
- $4,794,082
- Total contributions
- $7,360,232
- Total income / additions
- $27,796,970
Expenses & distributions
- Benefits paid
- $9,816,075
- Administrative expenses
- $183,985
- Total expenses
- $10,016,425
- Net increase / (decrease)
- $17,780,545
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $77,273 | $0 | 2023 |
| Global Retirement Partners LLC | ADVISOR | $69,063 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $37,649 | not reported in the loaded dataset | 2023 |
| Wealth Management Systems Inc | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Geon Performance Solutions
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Westlake, OH
- Fidelity Investments Institutional — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Wealth Management Systems Inc — Schedule C compensation