2023 Form 5500 filing — Greentree Mortgage Co Lp 401k 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 20241011201529NAL0023562113001) for Greentree Mortgage Co Lp 401k Profit Sharing Plan, reported by Greentree Mortgage Co Lp under EIN 22-3188285 and plan number 001. It reports 146 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)$12.7MReported net assets$12,708,861
Participants146
Provider compensation$3701 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011201529NAL0023562113001
Plan sponsor
Greentree Mortgage Co Lp
EIN
22-3188285
Plan number
001
Location
Glassboro, NJ
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$12.7M total assets
Net assets$12.7MLiabilities$0
Money in vs. money out
Total income / additions$2.7M
Total expenses$793.8K
Benefits paid / distributions$697.7K
Contributions
Employer$161.3K
Participant$709K
Full reported line items
Total assets (EOY)
$12,708,861
Total liabilities (EOY)
$0
Net assets (EOY)
$12,708,861
Employer contributions
$161,341
Participant contributions
$708,988
Total income / additions
$2,702,973
Benefits paid
$697,744
Administrative expenses
$78,842
Total expenses
$793,758
Net increase / (decrease)
$1,909,215
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $370

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011201529NAL0023562113001 cover?
It is the 2023 Form 5500 filing for Greentree Mortgage Co Lp 401k Profit Sharing Plan, reported by Greentree Mortgage Co Lp (EIN 22-3188285).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages