Michele G. Greer Age-Weighted Profit Sharing Plan — Form 5500 plan (Michele Greer)
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, Michele G. Greer Age-Weighted Profit Sharing Plan is a benefit plan reported by Michele Greer under EIN 41-1717823 and plan number 002. The latest loaded filing year is 2023. The filing reports 2 participants and $962,229 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Michele Greer
- EIN
- 41-1717823
- Plan number
- 002
- Plan type
- 2
- Location
- Wayzata, MN
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $962,229
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20241012164506NAL0023709553002 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $962,229
- Net assets (EOY)
- $962,229
- Net assets (BOY)
- $746,881
Income & contributions
- Employer contributions
- $7,728
- Total income / additions
- $223,149
Expenses & distributions
- Administrative expenses
- $7,801
- Total expenses
- $7,801
- Net increase / (decrease)
- $215,348
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.