How big is Genesis Wealth Management, LLC's plan?

Genesis Wealth Management, LLC's plan reported $358K in assets and 7 participants for 2024.

Original filing (PDF)20251015120504NAL0009119394001

Genesis Wealth Management, LLC

Name: Genesis Wealth Management, LLC — Genesis Wealth, Form 5500 (2024)
Creator: Genesis Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Genesis Wealth Management, LLC 401(k) Plan

401(k) retirement plan · Genesis Wealth Management, LLC's Genesis Wealth Management, LLC 401(k) Plan held $358K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$358K

Net assets (EOY)

$358K

Plan identifiers

Genesis Wealth Management, LLC's EIN is 32-2666257.

EIN 32-2666257

Plan number 001

Plan year 2024

ACK ID 20251015120504NAL0009119394001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Genesis Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Genesis Wealth Management, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GENESIS WEALTH MANAGEMENT, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score