Plan5500

Greenpath, Inc. 403(B) Retirement Plan — Form 5500 plan (Greenpath, 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, Greenpath, Inc. 403(B) Retirement Plan is a benefit plan reported by Greenpath, Inc. under EIN 38-6142925 and plan number 002. The latest loaded filing year is 2023. The filing reports 669 participants and $43,121,213 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Greenpath, Inc.
EIN
38-6142925
Plan number
002
Plan type
2
Location
Farmington Hills, MI
Latest filing year
2023
Participants
669
End-of-year plan assets
$43,121,213

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023669H, C20241008082325NAL0017279361001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$43,121,213
Total liabilities (EOY)
$0
Net assets (EOY)
$43,121,213
Net assets (BOY)
$35,012,466

Income & contributions

Employer contributions
$1,380,770
Participant contributions
$2,693,992
Total contributions
$4,176,453
Total income / additions
$10,994,003

Expenses & distributions

Benefits paid
$2,729,023
Administrative expenses
$156,233
Total expenses
$2,885,256
Net increase / (decrease)
$8,108,747

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln Retirement ServicesSERVICE PROVIDER$122,483$02023
Capfinancial PartnersOUTSIDE ADVISORY FEES$33,750not reported in the loaded dataset2023

Related Form 5500 pages