Kurt Weiss Greenhouses, Inc. 401(K) Savings Plan — Form 5500 plan (Kurt Weiss Greenhouses, Inc.)

Plain-English plan 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, Kurt Weiss Greenhouses, Inc. 401(K) Savings Plan is a benefit plan reported by Kurt Weiss Greenhouses, Inc. under EIN 11-2010615 and plan number 001. The latest loaded filing year is 2023. The filing reports 361 participants and $9,212,201 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kurt Weiss Greenhouses, Inc.
EIN
11-2010615
Plan number
001
Plan type
2
Location
Center Moriches, NY
Latest filing year
2023
Participants
361
End-of-year plan assets
$9,212,201

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023361H, C20241011091134NAL0022464081001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,212,201
Total liabilities (EOY)
$0
Net assets (EOY)
$9,212,201
Net assets (BOY)
$7,876,625

Income & contributions

Employer contributions
$60,994
Participant contributions
$524,786
Total contributions
$585,780
Total income / additions
$1,781,671

Expenses & distributions

Benefits paid
$421,591
Administrative expenses
$755
Total expenses
$446,095
Net increase / (decrease)
$1,335,576

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$755$02023
Adp Broker-DealerRECORD KEEPER$0$02023
Morgan Stanley Wealth ManagementADVISOR$0$02023

Related Form 5500 pages