Investing Together In Your Future Plan — Form 5500 plan (Green Peak Industries, 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, Investing Together In Your Future Plan is a benefit plan reported by Green Peak Industries, Inc. under EIN 81-4533921 and plan number 001. The latest loaded filing year is 2023. The filing reports 713 participants and $3,860,047 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Green Peak Industries, Inc.
EIN
81-4533921
Plan number
001
Plan type
2
Location
Ann Arbor, MI
Latest filing year
2023
Participants
713
End-of-year plan assets
$3,860,047

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023713H, C20241002091714NAL0008585553001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,860,047
Total liabilities (EOY)
$0
Net assets (EOY)
$3,860,047
Net assets (BOY)
$2,907,288

Income & contributions

Employer contributions
$387,178
Participant contributions
$707,976
Total contributions
$1,143,237
Total income / additions
$1,752,162

Expenses & distributions

Benefits paid
$750,089
Administrative expenses
$49,314
Total expenses
$799,403
Net increase / (decrease)
$952,759

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Life Insurance CoRECORDKEEPER$43,446$02023
Kushner & Company, Inc.RECORDKEEPER$5,200$02023
Mesirow Financial, Inc.INVESTMENT ADVISORY$668not reported in the loaded dataset2023

Related Form 5500 pages