2023 Form 5500 filing — Greenleaf Nursery Co. 401(K) Profit Sharing 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 20240930100302NAL0003150323001) for Greenleaf Nursery Co. 401(K) Profit Sharing Plan, reported by Greenleaf Nursery Co. under EIN 73-0694135 and plan number 001. It reports 898 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930100302NAL0003150323001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Greenleaf Nursery Co.
- EIN
- 73-0694135
- Plan number
- 001
- Location
- Park Hill, OK
- Participants
- 898
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,304,832
- Total liabilities (EOY)
- $131,331
- Net assets (EOY)
- $32,173,501
- Employer contributions
- $269,427
- Participant contributions
- $1,031,766
- Total income / additions
- $6,540,877
- Benefits paid
- $1,207,290
- Administrative expenses
- $45,515
- Total expenses
- $1,252,805
- Net increase / (decrease)
- $5,288,072
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $37,997 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $6,241 | not reported in the loaded dataset |
| Bokf, Na | INVESTMENT ADVISOR | $1,652 | not reported in the loaded dataset |