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, Greenwood House Tax Sheltered Retirement Plan is a benefit plan reported by Greenwood House Home For The Jewish Aged, Inc under EIN 21-0639867 and plan number 002. The latest loaded filing year is 2023. The filing reports 327 participants and $5,465,439 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,465,439
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,465,439
- Net assets (BOY)
- $5,530,826
Income & contributions
- Employer contributions
- $86,617
- Participant contributions
- $261,605
- Total contributions
- $348,222
- Total income / additions
- $1,137,130
Expenses & distributions
- Benefits paid
- $1,198,399
- Administrative expenses
- $4,118
- Total expenses
- $1,202,517
- Net increase / (decrease)
- -$65,387