Greenheck Fan Corporation 401(K) & Savings Plan — Form 5500 plan (Greenheck Fan Corporation)

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, Greenheck Fan Corporation 401(K) & Savings Plan is a benefit plan reported by Greenheck Fan Corporation under EIN 39-0920319 and plan number 005. The latest loaded filing year is 2023. The filing reports 5,234 participants and $515,910,898 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Greenheck Fan Corporation
EIN
39-0920319
Plan number
005
Plan type
2
Location
Schofield, WI
Latest filing year
2023
Participants
5,234
End-of-year plan assets
$515,910,898

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,234H, C20241014090542NAL0051642818001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$515,910,898
Total liabilities (EOY)
$0
Net assets (EOY)
$515,910,898
Net assets (BOY)
$443,514,527

Income & contributions

Employer contributions
$13,434,240
Participant contributions
$23,671,768
Total contributions
$39,567,063
Total income / additions
$114,647,433

Expenses & distributions

Benefits paid
$41,702,352
Administrative expenses
$547,301
Total expenses
$42,251,062
Net increase / (decrease)
$72,396,371

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Milliman, IncNONE$418,790not reported in the loaded dataset2023
Matrix Trust CompanyNONE$112,261$02023
Francis Investment CounselNONE$16,250not reported in the loaded dataset2023

Related Form 5500 pages