2023 Form 5500 filing — Green Circle Growers, Inc 401(K) 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 20250116100820NAL0013617907001) for Green Circle Growers, Inc 401(K) Retirement Plan, reported by Green Circle Growers, Inc. under EIN 34-1102630 and plan number 001. It reports 880 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)$31.3MReported net assets$31,305,371
Participants880
Provider compensation$177.7K2 Schedule C row(s)$177,692
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250116100820NAL0013617907001
- Plan sponsor
- Green Circle Growers, Inc.
- EIN
- 34-1102630
- Plan number
- 001
- Location
- Oberlin, OH
- 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.
Reported balance (end of year)$31.3M total assets
Net assets$31.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $31,305,371
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,305,371
- Employer contributions
- $1,320,261
- Participant contributions
- $2,365,090
- Total income / additions
- $8,481,692
- Benefits paid
- $3,249,046
- Administrative expenses
- $125,217
- Total expenses
- $3,374,263
- Net increase / (decrease)
- $5,107,429
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $125,216 | $0 |
| Kestra Advisory Services, LLC | INVESTMENT ADVISORY | $0 | $52,476 |