Greenleaf Corporation Savings And Retirement Plan — Form 5500 plan (Greenleaf Corporation)
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, Greenleaf Corporation Savings And Retirement Plan is a benefit plan reported by Greenleaf Corporation under EIN 25-0910662 and plan number 001. The latest loaded filing year is 2023. The filing reports 411 participants and $51,300,019 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Greenleaf Corporation
- EIN
- 25-0910662
- Plan number
- 001
- Plan type
- 2
- Location
- Saegertown, PA
- Latest filing year
- 2023
- Participants
- 411
- End-of-year plan assets
- $51,300,019
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 411 | H, C | 20241004141950NAL0006767843001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $51,300,019
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $51,300,019
- Net assets (BOY)
- $44,847,462
Income & contributions
- Employer contributions
- $460,150
- Participant contributions
- $1,287,674
- Total contributions
- $1,872,351
- Total income / additions
- $10,468,895
Expenses & distributions
- Benefits paid
- $3,887,830
- Administrative expenses
- $127,033
- Total expenses
- $4,016,338
- Net increase / (decrease)
- $6,452,557
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James Financial Services | NONE | $59,327 | not reported in the loaded dataset | 2023 |
| Ascensus LLC | NONE | $38,104 | $2,868 | 2023 |
| Invesco | NONE | $29,602 | not reported in the loaded dataset | 2023 |