2023 Form 5500 filing — Green Planet 21, Inc. 401(K) 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 20241015064059NAL0015914323001) for Green Planet 21, Inc. 401(K) Plan, reported by Green Planet 21, Inc. under EIN 94-2970034 and plan number 001. It reports 204 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015064059NAL0015914323001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Green Planet 21, Inc.
- EIN
- 94-2970034
- Plan number
- 001
- Location
- Oakland, CA
- Participants
- 204
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,668,599
- Total liabilities (EOY)
- $18,791
- Net assets (EOY)
- $4,649,808
- Participant contributions
- $490,088
- Total income / additions
- $1,200,341
- Benefits paid
- $156,640
- Administrative expenses
- $17,805
- Total expenses
- $196,359
- Net increase / (decrease)
- $1,003,982
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Portico Wealth Advisors, LLC | INVESTMENT/FINANCIAL ADVI | $15,831 | $0 |
| Adp, Inc. | RECORD KEEPER | $1,973 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |