2023 Form 5500 filing — The Greystone Programs, Inc. 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 20241014105839NAL0014804115001) for The Greystone Programs, Inc. Retirement Plan, reported by Greystone Programs, Inc. under EIN 14-1608318 and plan number 002. It reports 266 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014105839NAL0014804115001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Greystone Programs, Inc.
- EIN
- 14-1608318
- Plan number
- 002
- Location
- Hopewell Junction, NY
- Participants
- 266
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,941,841
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,941,841
- Employer contributions
- $13,418
- Participant contributions
- $238,947
- Total income / additions
- $957,719
- Benefits paid
- $311,990
- Administrative expenses
- $51,002
- Total expenses
- $366,950
- Net increase / (decrease)
- $590,769
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $37,746 | $0 |
| Focused Wealth Management Inc | ADVISOR | $13,256 | not reported in the loaded dataset |