New Genie Group, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: New Genie Group, INC.
  • Sponsor EIN: 621217448
  • Sponsor Address: 1612 WESTGATE CIRCLE, BRENTWOOD, TN, 37027
  • Plan Type: 401(k)
  • Total Participants: 8
  • Total Assets: $3.1M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20248$3.1M$48,768$111,898
202310$2.6M$42,632$89,485
20229$2.1M$33,822$75,171

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