OpenERISA

Geneva Financial, LLC

Chandler, AZ, 85225

EIN 26-1589507
Plans
2
Total participants
3,900
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
523110

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500001Geneva Financial, LLC 401(K) Plan487
2024Form 5500501Geneva Financial Welfare Benefit Plan229
2023Form 5500001Geneva Financial, LLC 401(K) Plan526
2023Form 5500501Geneva Financial Welfare Benefit Plan291
2022Form 5500001Geneva Financial, LLC 401(K) Plan491
2022Form 5500501Geneva Financial Welfare Benefit Plan287
2021Form 5500001Geneva Financial, LLC 401(K) Plan597
2021Form 5500501Geneva Financial Welfare Benefit Plan273
2020Form 5500001Geneva Financial, LLC 401(K) Plan394
2020Form 5500501Geneva Financial Welfare Benefit Plan187
2020Form 5500501Geneva Financial Welfare Benefit Plan138

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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