Greenleaf Hospitality Group, Inc. 401(K) Plan — Form 5500 plan (Greenleaf Hospitality 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, Greenleaf Hospitality Group, Inc. 401(K) Plan is a benefit plan reported by Greenleaf Hospitality Group, Inc. under EIN 38-3507653 and plan number 001. The latest loaded filing year is 2023. The filing reports 509 participants and $13,026,698 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Greenleaf Hospitality Group, Inc.
EIN
38-3507653
Plan number
001
Plan type
2
Location
Kalamazoo, MI
Latest filing year
2023
Participants
509
End-of-year plan assets
$13,026,698

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023509H, C20241011100212NAL0043886194001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,026,698
Total liabilities (EOY)
$0
Net assets (EOY)
$13,026,698
Net assets (BOY)
$10,162,498

Income & contributions

Employer contributions
$664,187
Participant contributions
$1,115,505
Total contributions
$1,797,176
Total income / additions
$3,851,373

Expenses & distributions

Benefits paid
$926,168
Administrative expenses
$61,005
Total expenses
$987,173
Net increase / (decrease)
$2,864,200

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Greenleaf TrustTRUSTEE$61,005not reported in the loaded dataset2023

Related Form 5500 pages