2023 Form 5500 filing — Michele G. Greer Age-Weighted Profit Sharing 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 20241012164506NAL0023709553002) for Michele G. Greer Age-Weighted Profit Sharing Plan, reported by Michele Greer under EIN 41-1717823 and plan number 002. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241012164506NAL0023709553002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Michele Greer
- EIN
- 41-1717823
- Plan number
- 002
- Location
- Wayzata, MN
- Participants
- 2
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $962,229
- Net assets (EOY)
- $962,229
- Employer contributions
- $7,728
- Total income / additions
- $223,149
- Administrative expenses
- $7,801
- Total expenses
- $7,801
- Net increase / (decrease)
- $215,348
- Schedule source
- Schedule I