Greene, Tweed & Co., Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Greene, Tweed & Co., Inc. (EIN 46-4212973) is a plan sponsor located in Kulpsville, PA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
46-4212973
Location
Kulpsville, PA
Loaded plans
4
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$115,073,655
Total reported liabilities (EOY)
$112,407
Total reported net assets (EOY)
$114,961,248

Contributions & income

Employer contributions
$1,318,924
Participant contributions
$2,804,986
Total income / additions
$16,278,802

Expenses & distributions

Benefits paid / distributions
$9,365,950
Total expenses
$9,428,706
Net increase / (decrease)
$6,850,096

Coverage

Total reported participants
1,608
Plans with financial statements
4
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Greene, Tweed & Co., Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Greene, Tweed & Co. , Inc. Union Employees 401(K) Savings Plan004460$42,732,6202023
Greene, Tweed & Co., Inc. Union Employees Pension Plan001538$30,074,4002023
Greene, Tweed & Co., Inc. Pension Plan002418$25,925,9562023
Greene, Tweed & Co., Inc. Savings And Investment Plan003192$16,340,6792023

Search all 4 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Greene, Tweed & Co., Inc.
YearPlanParticipantsSchedulesFiling
2023Greene, Tweed & Co., Inc. Savings And Investment Plan192H, C20240917115555NAL0001737411001
2023Greene, Tweed & Co. , Inc. Union Employees 401(K) Savings Plan460H, C20240917123139NAL0002897809001
2023Greene, Tweed & Co., Inc. Union Employees Pension Plan538H20250109084458NAL0019965792001
2023Greene, Tweed & Co., Inc. Pension Plan418H20250306141345NAL0010390817001

Related Form 5500 pages