The Greentree Group, Inc. — 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, The Greentree Group, Inc. (EIN 31-1369924) is a plan sponsor located in Beavercreek, OH 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
31-1369924
Location
Beavercreek, OH
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$12,559,476
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$12,559,476

Contributions & income

Employer contributions
$305,454
Participant contributions
$1,170,464
Total income / additions
$3,196,579

Expenses & distributions

Benefits paid / distributions
$677,041
Total expenses
$721,304
Net increase / (decrease)
$2,475,275

Coverage

Total reported participants
371
Plans with financial statements
1
Plans with provider compensation
1

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.

Largest loaded plans by reported assets

The Greentree Group, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
The Greentree Group, Inc. Profit Sharing Plan001216$12,559,4762023
The Greentree Group502155not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The Greentree Group, Inc.
YearPlanParticipantsSchedulesFiling
2023The Greentree Group15520240408174150NAL0028016288001
2023The Greentree Group, Inc. Profit Sharing Plan216H, C20241015063537NAL0014162419001

Related Form 5500 pages