· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
GENESIS HOME IMPROVEMENTS — GENESIS HOME IMPROVEMENTS 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250722103327NAL0006577922001
GENESIS HOME IMPROVEMENTS
Form 5500-SF
FILING_RECEIVED
GENESIS HOME IMPROVEMENTS 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
46
Accounts w/ balance
67
Plan assets (EOY)
$1.0M
Net assets (EOY)
$1.0M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
GENESIS HOME IMPROVEMENTS
.
Find decision makers
Plan sponsor
Name
GENESIS HOME IMPROVEMENTS
EIN
81-1044075
Address
5482 COMPLEX ST STE 105 · SAN DIEGO, CA · 921231125
Phone
(310) 534-1011
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-22
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
THOMA LTD
THOMA LTD PROFIT SHARING PLAN
$1.0M · 12 participants
T. CHANEY POOLS, INC.
CHANEY POOLS 401(K) PLAN
$1.0M · 5 participants
KANGA CONSTRUCTION LLC
KANGA CONSTRUCTION LLC 401(K) PROFIT SHARING PLAN & TRUST
$1.0M · 8 participants
CATT PLUMBING, INC.
CATT PLUMBING, INC. 401K PROFIT SHARING PLAN & TRUST
$1.0M · 40 participants
CALIFORNIA OLIVE & VINE
CALIFORNIA OLIVE & VINE 401(K) PROFIT SHARING PLAN & TRUST
$1.0M · 23 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
THE ULMAN CANCER FUND FOR YOUNG ADULTS
THE ULMAN CANCER FUND FOR YOUNG ADULTS 403(B) PLAN
$1.0M · 16 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
