2023 Form 5500 filing — Greeley And Hansen Profit Sharing And Retirement Savings 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 20241104121603NAL0007525345001) for Greeley And Hansen Profit Sharing And Retirement Savings Plan, reported by Greeley And Hansen LLC under EIN 36-1164980 and plan number 002. It reports 437 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$0Reported net assets
Participants437
Provider compensation$91.8K2 Schedule C row(s)$91,794
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241104121603NAL0007525345001
Plan sponsor
Greeley And Hansen LLC
EIN
36-1164980
Plan number
002
Location
Chicago, IL
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Money in vs. money out
Total income / additions$2.3M
Total expenses$5.6M
Benefits paid / distributions$5.6M
Full reported line items
Total assets (EOY)
$0
Net assets (EOY)
$0
Total income / additions
$2,255,668
Benefits paid
$5,586,936
Administrative expenses
$26,376
Total expenses
$5,613,312
Net increase / (decrease)
-$3,357,644

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Schwab Retirement Plan Services,IncNONE$65,418not reported in the loaded dataset
Schwab Retirement Plan Services,IncNONE$26,376not reported in the loaded dataset

Related Form 5500 pages