2023 Form 5500 filing — Investing Together In Your Future 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 20241002091714NAL0008585553001) for Investing Together In Your Future Plan, reported by Green Peak Industries, Inc. under EIN 81-4533921 and plan number 001. It reports 713 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002091714NAL0008585553001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Green Peak Industries, Inc.
- EIN
- 81-4533921
- Plan number
- 001
- Location
- Ann Arbor, MI
- Participants
- 713
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,860,047
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,860,047
- Employer contributions
- $387,178
- Participant contributions
- $707,976
- Total income / additions
- $1,752,162
- Benefits paid
- $750,089
- Administrative expenses
- $49,314
- Total expenses
- $799,403
- Net increase / (decrease)
- $952,759
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Life Insurance Co | RECORDKEEPER | $43,446 | $0 |
| Kushner & Company, Inc. | RECORDKEEPER | $5,200 | $0 |
| Mesirow Financial, Inc. | INVESTMENT ADVISORY | $668 | not reported in the loaded dataset |