2023 Form 5500 filing — Green Leaf, Inc. 401k 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 20250207141025NAL0024072768001) for Green Leaf, Inc. 401k Retirement Plan, reported by Green Leaf, Inc. under EIN 35-1603995 and plan number 001. It reports 194 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250207141025NAL0024072768001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Green Leaf, Inc.
- EIN
- 35-1603995
- Plan number
- 001
- Location
- Fontanet, IN
- Participants
- 194
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,908,899
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,908,899
- Employer contributions
- $292,208
- Participant contributions
- $515,171
- Total income / additions
- $1,987,992
- Benefits paid
- $285,977
- Administrative expenses
- $42,630
- Total expenses
- $328,607
- Net increase / (decrease)
- $1,659,385
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial Rpcp | INVESTMENT ADVISOR | $42,630 | not reported in the loaded dataset |
| Retirement Plan Concepts & Services | RECORDKEEPER | $2,925 | not reported in the loaded dataset |
| The Vanguard Group | RECORDKEEPER | $2,775 | not reported in the loaded dataset |