2023 Form 5500 filing — The Greentree Group, Inc. 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 20241015063537NAL0014162419001) for The Greentree Group, Inc. Profit Sharing Plan, reported by The Greentree Group, Inc. under EIN 31-1369924 and plan number 001. It reports 216 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015063537NAL0014162419001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Greentree Group, Inc.
- EIN
- 31-1369924
- Plan number
- 001
- Location
- Beavercreek, OH
- Participants
- 216
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,559,476
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,559,476
- Employer contributions
- $305,454
- Participant contributions
- $1,170,464
- Total income / additions
- $3,196,579
- Benefits paid
- $677,041
- Administrative expenses
- $44,263
- Total expenses
- $721,304
- Net increase / (decrease)
- $2,475,275
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Commonwealth Financial Network | ADVISOR | $26,377 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $17,886 | $0 |