2023 Form 5500 filing — Greenheck Fan Corporation 401(K) & Savings 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 20241014090542NAL0051642818001) for Greenheck Fan Corporation 401(K) & Savings Plan, reported by Greenheck Fan Corporation under EIN 39-0920319 and plan number 005. It reports 5,234 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014090542NAL0051642818001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Greenheck Fan Corporation
- EIN
- 39-0920319
- Plan number
- 005
- Location
- Schofield, WI
- Participants
- 5,234
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $515,910,898
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $515,910,898
- Employer contributions
- $13,434,240
- Participant contributions
- $23,671,768
- Total income / additions
- $114,647,433
- Benefits paid
- $41,702,352
- Administrative expenses
- $547,301
- Total expenses
- $42,251,062
- Net increase / (decrease)
- $72,396,371
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman, Inc | NONE | $418,790 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $112,261 | $0 |
| Francis Investment Counsel | NONE | $16,250 | not reported in the loaded dataset |