2023 Form 5500 filing — Green Wealth Management Group 401(K) Profit Sharing Plan & Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240710125239NAL0030262290001) for Green Wealth Management Group 401(K) Profit Sharing Plan & Trust, reported by Green Wealth Management Group under EIN 86-3322118 and plan number 001. It reports 8 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240710125239NAL0030262290001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Green Wealth Management Group
- EIN
- 86-3322118
- Plan number
- 001
- Location
- Southbury, CT
- Participants
- 8
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,794,627
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,794,627
- Employer contributions
- $111,942
- Participant contributions
- $94,646
- Total income / additions
- $502,732
- Benefits paid
- $676
- Administrative expenses
- $1,382
- Total expenses
- $2,058
- Net increase / (decrease)
- $500,674
- Schedule source
- Schedule I