Geneos Wealth Management — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Geneos Wealth Management is reported as a service provider on 4 loaded Form 5500 filing(s) across 4 plan sponsor(s) and 4 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $29,437 and reported indirect compensation totals $521.
Reported compensation summary
- Reported direct compensation
- $29,437
- Reported indirect compensation
- $521
- Total reported compensation
- $29,958
- Filings
- 4
- Plan sponsors
- 4
- Plans
- 4
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Burd & Fletcher Company | MO | 1 | $20,232 |
| Joe'S Kansas City Bar-B-Que, Inc. | KS | 1 | $9,205 |
| General Distributing Company | UT | 1 | $521 |
| Alfwear, Inc. | UT | 1 | $0 |
State footprint
Plans reporting Geneos Wealth Management are sponsored in UT (2), KS (1), MO (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Burd & Fletcher Company | Burd & Fletcher Company 401(K) Profit Sharing Plan | 2023 | $20,232 | not reported in the loaded dataset |
| Joe'S Kansas City Bar-B-Que, Inc. | Joe'S Kansas City Bar-B-Que, Inc. Employee Savings Trust | 2023 | $9,205 | not reported in the loaded dataset |
| General Distributing Company | General Distributing Company 401(K) Profit Sharing Plan | 2023 | $0 | $521 |
| Alfwear, Inc. | Kuhl Retirement Plan | 2023 | $0 | not reported in the loaded dataset |
Related Form 5500 pages
- Burd & Fletcher Company 401(K) Profit Sharing Plan (plan 001)
- Burd & Fletcher Company — all reported plans
- Joe'S Kansas City Bar-B-Que, Inc. Employee Savings Trust (plan 001)
- Joe'S Kansas City Bar-B-Que, Inc. — all reported plans
- General Distributing Company 401(K) Profit Sharing Plan (plan 001)
- General Distributing Company — all reported plans
- Kuhl Retirement Plan (plan 001)
- Alfwear, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources