Green Planet 21, Inc. 401(K) Plan — Form 5500 plan (Green Planet 21, 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, Green Planet 21, Inc. 401(K) Plan is a benefit plan reported by Green Planet 21, Inc. under EIN 94-2970034 and plan number 001. The latest loaded filing year is 2023. The filing reports 204 participants and $4,668,599 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Green Planet 21, Inc.
EIN
94-2970034
Plan number
001
Plan type
2
Location
Oakland, CA
Latest filing year
2023
Participants
204
End-of-year plan assets
$4,668,599

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023204H, C20241015064059NAL0015914323001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,668,599
Total liabilities (EOY)
$18,791
Net assets (EOY)
$4,649,808
Net assets (BOY)
$3,645,826

Income & contributions

Participant contributions
$490,088
Total contributions
$490,088
Total income / additions
$1,200,341

Expenses & distributions

Benefits paid
$156,640
Administrative expenses
$17,805
Total expenses
$196,359
Net increase / (decrease)
$1,003,982

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Portico Wealth Advisors, LLCINVESTMENT/FINANCIAL ADVI$15,831$02023
Adp, Inc.RECORD KEEPER$1,973$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages