Steven Enterprises 401(K) Plan — Form 5500 plan (Genesis Health Clubs Management Inc)
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, Steven Enterprises 401(K) Plan is a benefit plan reported by Genesis Health Clubs Management Inc under EIN 88-0413082 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,194 participants and $9,689,370 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$9.7MPlan net assets, end of year$9,689,370
Participants1.2KCovered participants reported1,194
Assets / participant$8.1KComputed: assets ÷ participants$8,115 (computed)
Provider compensation$6.9K1 Schedule C provider row(s)$6,860
- Plan sponsor
- Genesis Health Clubs Management Inc
- EIN
- 88-0413082
- Plan number
- 001
- Plan type
- 2
- Location
- Wichita, KS
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,194 | H, C | 20241014180303NAL0045589920001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$9.7M total assets
Net assets$9.7MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $9,689,370
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,689,370
- Net assets (BOY)
- $7,713,530
Income & contributions
- Employer contributions
- $408,025
- Participant contributions
- $727,307
- Total contributions
- $1,166,783
- Total income / additions
- $2,648,112
Expenses & distributions
- Benefits paid
- $658,528
- Administrative expenses
- $8,016
- Total expenses
- $672,272
- Net increase / (decrease)
- $1,975,840
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sentry Life Insurance Company | RECORDKEEPER | $6,860 | $0 | 2023 |