Department of Labor filing

PROJECT GENESIS, INC.

PROJECT GENESIS, INC. 401(K) PROFIT SHARING PLAN · For the plan year ended Jun 30, 2025

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Public filing 2024 · received Mar 3, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

46filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$748

Reported employer contributions per active participant.

Higher than about 28% of comparable plans

#People in the filing

107

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$21 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 88% of comparable plans

↗Investment performance

Not available

Plan assets changed 7.8%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202446out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions28th percentileTypical peer $1,360 · based on 585 comparable plans

Lower reported administrative expense88th percentileTypical peer $113 · based on 639 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Jun 30, 2025, PROJECT GENESIS, INC. reported $79,998 in employer contributions across the plan and 107 active participants. That works out to $748 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy70%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 57.5%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 35.0%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context46/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $79,998
Participant contributions: $186,315
Other contributions: Not reported
Employer share of reported contributions: 30.0%
Beginning assets: $5,523,409
Ending assets: $5,955,972
Ending net assets: $5,955,972
Ending liabilities: $0
Total income: $824,759
Total expenses: $392,196
Administrative expenses: $3,745
Participant loans: Not reported

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$1,758

2023

$855

2024

$748

Plan-paid administrative expenses per participant

2022

$32

2023

$51

2024

$21

Active participants

2022

135

2023

121

2024

107

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$748	107	6M	20260303102406NAL0001934001001
2023	$855	121	5.5M	20250401113529NAL0013214098001
2022	$1,758	135	5M	20240214125742NAL0013232097001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: Not stated in the filing
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 061328903-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jul 1, 2001
Industry: Administrative and support services
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2A2E2F2G2J2T3D

Current plan terms

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Filing ACK_ID20260303102406NAL0001934001001

Data sourceDOL Form 5500 bulk data ↗

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