Plan5500

Greenwich Associates LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Greenwich Associates LLC (EIN 06-1090996) is a plan sponsor located in Stamford, CT with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
06-1090996
Location
Stamford, CT
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Greenwich Associates LLC

  • 2 loaded plans hold $89.9M in reported assets.
  • The largest, Greenwich Associates 401(K) Retirement Savings Plan, holds 100% of this company's reported plan assets.
  • Plans cover 497 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$89.9MSummed across loaded plans$89,876,005
Total reported assets$89.9M$89,876,005
Total reported participants497
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$89.9M total assets
Net assets$89.9MLiabilities$0
Contributions & income
Employer contributions$965.7K
Participant contributions$2M
Total income / additions$19.7M
Expenses & distributions
Benefits paid / distributions$7.7M
Total expenses$7.7M
Net increase / (decrease)$12M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Greenwich Associates 401(K) Retirement Savings Plan
Participants per plan249Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Greenwich Associates 401(K) Retirement Savings Plan$89.9M
    Plan #001 · 360 participants · 2023
  2. 2
    Greenwich Associates LLC Health & Welfare Plannot reported in the loaded dataset
    Plan #501 · 137 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Greenwich Associates LLC. Open one for its full reported snapshot.

  1. 2023
    Greenwich Associates LLC Health & Welfare Plan137 participants · 2No schedules
    View filing →
  2. 2023
    Greenwich Associates 401(K) Retirement Savings Plan360 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Greenwich Associates LLC report on Form 5500?
Greenwich Associates LLC (EIN 06-1090996) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Greenwich Associates LLC?
The Employer Identification Number (EIN) reported for Greenwich Associates LLC is 06-1090996.
What is the latest Form 5500 filing year for Greenwich Associates LLC?
The latest loaded Form 5500 filing year for Greenwich Associates LLC is 2023.

Related Form 5500 pages