2023 Form 5500 filing — John E. Green Company 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 20240829125422NAL0006448611001) for John E. Green Company 401(K) Plan, reported by John E. Green Company under EIN 38-0607500 and plan number 002. It reports 215 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240829125422NAL0006448611001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- John E. Green Company
- EIN
- 38-0607500
- Plan number
- 002
- Location
- Highland Park, MI
- Participants
- 215
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,690,421
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,690,421
- Employer contributions
- $530,856
- Participant contributions
- $2,136,731
- Total income / additions
- $9,937,859
- Benefits paid
- $1,789,546
- Administrative expenses
- $102,356
- Total expenses
- $1,891,902
- Net increase / (decrease)
- $8,045,957
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners LLC | NONE | $61,777 | not reported in the loaded dataset |
| Plante Moran Financial Advisors | NONE | $21,000 | not reported in the loaded dataset |
| T Rowe Price Rps Inc | NONE | $19,579 | $0 |