2023 Form 5500 filing — Greenmark Equipment, LLC 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 20241014135102NAL0013398627001) for Greenmark Equipment, LLC Retirement Plan, reported by Greenmark Equipment, LLC under EIN 38-2221695 and plan number 001. It reports 438 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014135102NAL0013398627001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Greenmark Equipment, LLC
- EIN
- 38-2221695
- Plan number
- 001
- Location
- Holland, MI
- Participants
- 438
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,961,554
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,961,554
- Employer contributions
- $794,142
- Participant contributions
- $1,757,350
- Total income / additions
- $9,922,554
- Benefits paid
- $4,339,964
- Administrative expenses
- $135,469
- Total expenses
- $4,475,433
- Net increase / (decrease)
- $5,447,121
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $125,372 | $0 |
| Lpl Financial LLC | BROKER/ADVISER | $0 | $70,026 |
| Ds Investment Advisors LLC | INVESTMENT ADVISOR | $14,005 | not reported in the loaded dataset |