The Green Family 401(K) Plan — Form 5500 plan (Green Lincoln, 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 Green Family 401(K) Plan is a benefit plan reported by Green Lincoln, Inc. under EIN 76-0734137 and plan number 001. The latest loaded filing year is 2023. The filing reports 462 participants and $9,989,956 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Green Lincoln, Inc.
- EIN
- 76-0734137
- Plan number
- 001
- Plan type
- 3
- Location
- Springfield, IL
- Latest filing year
- 2023
- Participants
- 462
- End-of-year plan assets
- $9,989,956
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 462 | H, C | 20241015143116NAL0058139618001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,989,956
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,989,956
- Net assets (BOY)
- $8,360,088
Income & contributions
- Employer contributions
- $230,438
- Participant contributions
- $861,407
- Total contributions
- $1,104,185
- Total income / additions
- $2,651,587
Expenses & distributions
- Benefits paid
- $941,278
- Administrative expenses
- $66,493
- Total expenses
- $1,021,719
- Net increase / (decrease)
- $1,629,868
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Crumly And Associates Incorporated, | NONE | $26,065 | not reported in the loaded dataset | 2023 |
| Ameritas Life Insurance Corp | NONE | $25,985 | not reported in the loaded dataset | 2023 |
| Sikich, LLC | NONE | $12,300 | not reported in the loaded dataset | 2023 |
| Charles Schwab Bank | NONE | $2,143 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Green Lincoln, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Springfield, IL
- Crumly And Associates Incorporated, — Schedule C compensation
- Ameritas Life Insurance Corp — Schedule C compensation
- Sikich, LLC — Schedule C compensation
- Charles Schwab Bank — Schedule C compensation