Genesis Wealth Management, LLC (EIN 32-2666257) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $2.0M in plan assets and 10 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Genesis Wealth Management, LLC Cash Balance Plan | 002 | 3 | $1.6M |
| Genesis Wealth Management, LLC 401(k) Plan | 001 | 7 | $358K |
32-2666257 is the Employer Identification Number (EIN) Genesis Wealth Management, LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Texas EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
