Original filing (PDF)20250403002604NAL0010833585001

Genesis Accounting and Management Services, LLC

Name: Genesis Accounting and Management Services, LLC — Form 5500 Plan 001 (2024)
Creator: Genesis Accounting and Management Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Genesis Accounting and Management Services 401(k) Plan

401(k) retirement plan · Genesis Accounting and Management Services, LLC's Genesis Accounting and Management Services 401(k) Plan held $660K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$660K

Net assets (EOY)

$660K

People on this filing

Dana Olszowy signed Genesis Accounting and Management Services, LLC's 2024 Form 5500 as plan administrator.

Dana Olszowy — 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 Accounting and Management Services, LLC's EIN is 84-2785211.

EIN 84-2785211

Plan number 001

Plan year 2024

ACK ID 20250403002604NAL0010833585001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Genesis Accounting and Management Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

GENESIS ACCOUNTING AND MANAGEMENT SERVICES, LLC

EIN

all filings

Address

4955 OBERLIN AVE · LORAIN, OH · 44053

Phone

(440) 989-2570

Industry

Professional & Technical Services

Plan administrator