Greeley And Hansen Profit Sharing And Retirement Savings Plan — Form 5500 plan (Greeley And Hansen LLC)

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, Greeley And Hansen Profit Sharing And Retirement Savings Plan is a benefit plan reported by Greeley And Hansen LLC under EIN 36-1164980 and plan number 002. The latest loaded filing year is 2023. The filing reports 437 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$0Plan net assets, end of year
Participants437Covered participants reported
Assets / participant$0Computed: assets ÷ participants$0 (computed)
Provider compensation$91.8K2 Schedule C provider row(s)$91,794
Plan sponsor
Greeley And Hansen LLC
EIN
36-1164980
Plan number
002
Plan type
2
Location
Chicago, IL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023437H, C20241104121603NAL0007525345001
2023424H, C20241104121703NAL0010092032001
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.

Money in vs. money out
Total income / additions$2.3M
Total expenses$5.6M
Benefits paid / distributions$5.6M
Full reported line items

Net assets

Total assets (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$58,311,209

Income & contributions

Total income / additions
$2,255,668

Expenses & distributions

Benefits paid
$5,586,936
Administrative expenses
$26,376
Total expenses
$5,613,312
Net increase / (decrease)
-$3,357,644
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.

Benefits paid ÷ total income248%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan Services,IncNONE$65,418not reported in the loaded dataset2023
Schwab Retirement Plan Services,IncNONE$26,376not reported in the loaded dataset2023

Related Form 5500 pages