2023 Form 5500 filing — Greenleaf Trust 401(K) Plan
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 20240715111910NAL0002812416001) for Greenleaf Trust 401(K) Plan, reported by Greenleaf Trust under EIN 38-3416104 and plan number 001. It reports 280 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20240715111910NAL0002812416001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Greenleaf Trust
- EIN
- 38-3416104
- Plan number
- 001
- Location
- Kalamazoo, MI
- Participants
- 280
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $78,057,560
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $78,057,560
- Employer contributions
- $1,982,060
- Participant contributions
- $2,814,285
- Total income / additions
- $18,900,845
- Benefits paid
- $1,556,150
- Administrative expenses
- $57,078
- Total expenses
- $1,613,228
- Net increase / (decrease)
- $17,287,617
- Schedule source
- Schedule H