How big is Genesis Private Wealth LLC's plan?

Genesis Private Wealth LLC's plan reported $1.5M in assets and 5 participants for 2024.

Original filing (PDF)20250617153001NAL0001918065001

Genesis Private Wealth LLC

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

Form 5500-SF

FILING_RECEIVED

Genesis Private Wealth LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Genesis Private Wealth LLC's Genesis Private Wealth LLC 401(k) Profit Sharing Plan & Trust held $1.5M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Andrew Lewis signed Genesis Private Wealth LLC's 2024 Form 5500 as plan administrator.

Andrew Lewis — 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

Genesis Private Wealth LLC's EIN is 80-0425762.

EIN 80-0425762

Plan number 001

Plan year 2024

ACK ID 20250617153001NAL0001918065001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Genesis Private Wealth LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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