Original filing (PDF)20240301100908NAL0017102801001

GENEALOGICAL.COM, INC.

Name: GENEALOGICAL.COM, INC. — GENEALOGICAL.COM, INC. 401(K) RATE GROUP PROFIT SHARING PLAN AND TRUST, Form 5500 (2023)
Creator: GENEALOGICAL.COM, INC.

Form 5500-SF

FILING_RECEIVED

GENEALOGICAL.COM, INC. 401(K) RATE GROUP PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GENEALOGICAL.COM, INC..

Plan sponsor

Name

GENEALOGICAL.COM, INC.

EIN

52-1299985

Address

3600 CLIPPER MILL RD. · SUITE 229 · BALTIMORE, MD · 21211

Phone

(410) 804-1530

Industry

Information / Tech / Mediasee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-03-01

Tax period

2024-02-29

Filed

2024-03-01

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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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