Greystone Employee Services, LLC 401(K) Plan — Form 5500 plan (Greystone Employee Services, 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, Greystone Employee Services, LLC 401(K) Plan is a benefit plan reported by Greystone Employee Services, LLC under EIN 46-4353334 and plan number 001. The latest loaded filing year is 2023. The filing reports 114 participants and $28,849,642 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Greystone Employee Services, LLC
- EIN
- 46-4353334
- Plan number
- 001
- Plan type
- 2
- Location
- Irving, TX
- Latest filing year
- 2023
- Participants
- 114
- End-of-year plan assets
- $28,849,642
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 114 | H, C | 20240730160815NAL0034862384001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,849,642
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,849,642
- Net assets (BOY)
- $26,564,413
Income & contributions
- Employer contributions
- $340,736
- Participant contributions
- $1,099,926
- Total contributions
- $1,447,702
- Total income / additions
- $5,267,078
Expenses & distributions
- Benefits paid
- $2,929,773
- Administrative expenses
- $52,076
- Total expenses
- $2,981,849
- Net increase / (decrease)
- $2,285,229
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $32,409 | not reported in the loaded dataset | 2023 |
| Whitley Penn Llp | AUDITOR | $19,667 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Greystone Employee Services, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Irving, TX
- Ubs Financial Services Inc — Schedule C compensation
- Whitley Penn Llp — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation