The Greenery, Inc. Employee Stock Ownership And 401(K) Plan — Form 5500 plan (The Greenery, 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, The Greenery, Inc. Employee Stock Ownership And 401(K) Plan is a benefit plan reported by The Greenery, Inc. under EIN 56-1027469 and plan number 002. The latest loaded filing year is 2023. The filing reports 728 participants and $28,633,659 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Greenery, Inc.
- EIN
- 56-1027469
- Plan number
- 002
- Plan type
- 2
- Location
- Hilton Head Island, SC
- Latest filing year
- 2023
- Participants
- 728
- End-of-year plan assets
- $28,633,659
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 728 | H | 20241014102424NAL0044141840001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,633,659
- Total liabilities (EOY)
- $5,214,144
- Net assets (EOY)
- $23,419,515
- Net assets (BOY)
- $20,581,289
Income & contributions
- Employer contributions
- $1,412,479
- Participant contributions
- $415,920
- Total contributions
- $1,828,456
- Total income / additions
- $4,125,706
Expenses & distributions
- Benefits paid
- $1,103,538
- Administrative expenses
- $5,778
- Total expenses
- $1,287,480
- Net increase / (decrease)
- $2,838,226
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.