Plan5500

Green Leaf, Inc. 401k Retirement Plan — Form 5500 plan (Green Leaf, 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 Leaf, Inc. 401k Retirement Plan is a benefit plan reported by Green Leaf, Inc. under EIN 35-1603995 and plan number 001. The latest loaded filing year is 2023. The filing reports 194 participants and $9,908,899 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Green Leaf, Inc.
EIN
35-1603995
Plan number
001
Plan type
2
Location
Fontanet, IN
Latest filing year
2023
Participants
194
End-of-year plan assets
$9,908,899

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023194H, C20250207141025NAL0024072768001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,908,899
Total liabilities (EOY)
$0
Net assets (EOY)
$9,908,899
Net assets (BOY)
$8,249,514

Income & contributions

Employer contributions
$292,208
Participant contributions
$515,171
Total contributions
$807,379
Total income / additions
$1,987,992

Expenses & distributions

Benefits paid
$285,977
Administrative expenses
$42,630
Total expenses
$328,607
Net increase / (decrease)
$1,659,385

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lpl Financial RpcpINVESTMENT ADVISOR$42,630not reported in the loaded dataset2023
Retirement Plan Concepts & ServicesRECORDKEEPER$2,925not reported in the loaded dataset2023
The Vanguard GroupRECORDKEEPER$2,775not reported in the loaded dataset2023

Related Form 5500 pages