2023 Form 5500 filing — Greer 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 20241015081721NAL0015977923001) for Greer Retirement Plan, reported by Greer Industries, Inc. under EIN 34-0737241 and plan number 005. It reports 878 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015081721NAL0015977923001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Greer Industries, Inc.
- EIN
- 34-0737241
- Plan number
- 005
- Location
- Morgantown, WV
- Participants
- 878
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $57,579,765
- Total liabilities (EOY)
- $16,037
- Net assets (EOY)
- $57,563,728
- Employer contributions
- $2,168,227
- Total income / additions
- $9,143,547
- Benefits paid
- $4,516,311
- Administrative expenses
- $1,198,772
- Total expenses
- $5,715,083
- Net increase / (decrease)
- $3,428,464
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bmo Harris Bank Na | NONE | $245,095 | not reported in the loaded dataset |
| Buck Global, LLC | NONE | $151,307 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney LLC | NONE | $145,626 | $0 |