How big is Geniusworx's plan?

Geniusworx's plan reported $806K in assets and 2 participants for 2023.

Original filing (PDF)20240916172542NAL0004524402001

Geniusworx

Name: Geniusworx — Genius WORX, Inc. 401 (K) Plan, Form 5500 (2023)
Creator: Geniusworx
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Genius WORX, Inc. 401 (K) Plan

401(k) retirement plan · Geniusworx's Genius WORX, Inc. 401 (K) Plan held $806K in plan assets for 2 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$806K

Net assets (EOY)

$806K

People on this filing

Anindya Sharma signed Geniusworx's 2023 Form 5500 as plan administrator.

Anindya Sharma — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Geniusworx's EIN is 34-2065456.

EIN 34-2065456

Plan number 001

Plan year 2023

ACK ID 20240916172542NAL0004524402001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Geniusworx from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Geniusworx's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

GENIUSWORX

EIN

all filings

Address

1 SAUCITO · FOOTHILL RANCH, CA · 926101825

Phone

(949) 742-2492

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-16

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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