Green Enterprises 401(K) Retirement Plan — Form 5500 plan (Clayco Industries Inc. Dba Green Enterprises)
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, Green Enterprises 401(K) Retirement Plan is a benefit plan reported by Clayco Industries Inc. Dba Green Enterprises under EIN 73-1239017 and plan number 001. The latest loaded filing year is 2023. The filing reports 211 participants and $8,401,803 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Clayco Industries Inc. Dba Green Enterprises
- EIN
- 73-1239017
- Plan number
- 001
- Plan type
- 2
- Location
- Lawton, OK
- Latest filing year
- 2023
- Participants
- 211
- End-of-year plan assets
- $8,401,803
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 211 | H, C | 20240723152056NAL0011556833001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,401,803
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,401,803
- Net assets (BOY)
- $6,555,015
Income & contributions
- Employer contributions
- $249,937
- Participant contributions
- $714,571
- Total contributions
- $1,327,395
- Total income / additions
- $2,363,973
Expenses & distributions
- Benefits paid
- $444,493
- Administrative expenses
- $63,518
- Total expenses
- $517,185
- Net increase / (decrease)
- $1,846,788
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cetera Advisor Networks | INVESTMENT ADVISOR | $24,425 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group | INVESTMENT MANAGEMENT | $14,956 | not reported in the loaded dataset | 2023 |
| Practical Audit Solutions | OTHER | $10,000 | not reported in the loaded dataset | 2023 |
| Pasi, LLC | CONTRACT ADMIN | $3,718 | $1,639 | 2023 |
| Great-West Life & Annuity Insurance | RECORD KEEPER | $5,076 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Clayco Industries Inc. Dba Green Enterprises
- 2023 Form 5500 filing
- Form 5500 filings in OK
- 401(k) and benefit plan filings in Lawton, OK
- Cetera Advisor Networks — Schedule C compensation
- Empower Advisory Group — Schedule C compensation
- Practical Audit Solutions — Schedule C compensation
- Pasi, LLC — Schedule C compensation
- Great-West Life & Annuity Insurance — Schedule C compensation