Green Circle Growers, Inc 401(K) Retirement Plan — Form 5500 plan (Green Circle Growers, 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, Green Circle Growers, Inc 401(K) Retirement Plan is a benefit plan reported by Green Circle Growers, Inc. under EIN 34-1102630 and plan number 001. The latest loaded filing year is 2023. The filing reports 880 participants and $31,305,371 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$31.3MPlan net assets, end of year$31,305,371
Participants880Covered participants reported
Assets / participant$35.6KComputed: assets ÷ participants$35,574 (computed)
Provider compensation$177.7K2 Schedule C provider row(s)$177,692
Plan sponsor
Green Circle Growers, Inc.
EIN
34-1102630
Plan number
001
Plan type
2
Location
Oberlin, OH
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023880H, C20250116100820NAL0013617907001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$31.3M total assets
Net assets$31.3MLiabilities$0
Money in vs. money out
Total income / additions$8.5M
Total expenses$3.4M
Benefits paid / distributions$3.2M
Contributions
Employer$1.3M
Participant$2.4M
Full reported line items

Net assets

Total assets (EOY)
$31,305,371
Total liabilities (EOY)
$0
Net assets (EOY)
$31,305,371
Net assets (BOY)
$26,197,942

Income & contributions

Employer contributions
$1,320,261
Participant contributions
$2,365,090
Total contributions
$4,151,697
Total income / additions
$8,481,692

Expenses & distributions

Benefits paid
$3,249,046
Administrative expenses
$125,217
Total expenses
$3,374,263
Net increase / (decrease)
$5,107,429
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 36%Participant 64%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income38%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$125,216$02023
Kestra Advisory Services, LLCINVESTMENT ADVISORY$0$52,4762023

Related Form 5500 pages