2023 Form 5500 filing — Greene, Tweed & Co., Inc. Savings And Investment 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 20240917115555NAL0001737411001) for Greene, Tweed & Co., Inc. Savings And Investment Plan, reported by Greene, Tweed & Co., Inc. under EIN 46-4212973 and plan number 003. It reports 192 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$16.3MReported net assets$16,340,679
Participants192
Provider compensation$18.1K1 Schedule C row(s)$18,147
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240917115555NAL0001737411001
- Plan sponsor
- Greene, Tweed & Co., Inc.
- EIN
- 46-4212973
- Plan number
- 003
- Location
- Kulpsville, PA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$16.3M total assets
Net assets$16.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $16,340,679
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,340,679
- Employer contributions
- $518,776
- Participant contributions
- $914,155
- Total income / additions
- $4,678,708
- Benefits paid
- $2,497,634
- Administrative expenses
- $18,147
- Total expenses
- $2,515,781
- Net increase / (decrease)
- $2,162,927
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock | RETAINED BY CLIENT | $18,147 | $0 |