2023 Form 5500 filing — Green Enterprises 401(K) Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240723152056NAL0011556833001) for Green Enterprises 401(K) Retirement Plan, reported by Clayco Industries Inc. Dba Green Enterprises under EIN 73-1239017 and plan number 001. It reports 211 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240723152056NAL0011556833001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Clayco Industries Inc. Dba Green Enterprises
- EIN
- 73-1239017
- Plan number
- 001
- Location
- Lawton, OK
- Participants
- 211
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,401,803
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,401,803
- Employer contributions
- $249,937
- Participant contributions
- $714,571
- Total income / additions
- $2,363,973
- Benefits paid
- $444,493
- Administrative expenses
- $63,518
- Total expenses
- $517,185
- Net increase / (decrease)
- $1,846,788
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cetera Advisor Networks | INVESTMENT ADVISOR | $24,425 | not reported in the loaded dataset |
| Empower Advisory Group | INVESTMENT MANAGEMENT | $14,956 | not reported in the loaded dataset |
| Practical Audit Solutions | OTHER | $10,000 | not reported in the loaded dataset |
| Pasi, LLC | CONTRACT ADMIN | $3,718 | $1,639 |
| Great-West Life & Annuity Insurance | RECORD KEEPER | $5,076 | $0 |