Plan5500

The Greentree Group, Inc. Profit Sharing Plan — Form 5500 plan (The Greentree Group, 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, The Greentree Group, Inc. Profit Sharing Plan is a benefit plan reported by The Greentree Group, Inc. under EIN 31-1369924 and plan number 001. The latest loaded filing year is 2023. The filing reports 216 participants and $12,559,476 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Greentree Group, Inc.
EIN
31-1369924
Plan number
001
Plan type
2
Location
Beavercreek, OH
Latest filing year
2023
Participants
216
End-of-year plan assets
$12,559,476

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023216H, C20241015063537NAL0014162419001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,559,476
Total liabilities (EOY)
$0
Net assets (EOY)
$12,559,476
Net assets (BOY)
$10,084,201

Income & contributions

Employer contributions
$305,454
Participant contributions
$1,170,464
Total contributions
$1,478,182
Total income / additions
$3,196,579

Expenses & distributions

Benefits paid
$677,041
Administrative expenses
$44,263
Total expenses
$721,304
Net increase / (decrease)
$2,475,275

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Commonwealth Financial NetworkADVISOR$26,377not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$17,886$02023

Related Form 5500 pages