2023 Form 5500 filing — Green Planet 21, Inc. 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 20241015064059NAL0015914323001) for Green Planet 21, Inc. 401(K) Plan, reported by Green Planet 21, Inc. under EIN 94-2970034 and plan number 001. It reports 204 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)$4.6MReported net assets$4,649,808
Participants204
Provider compensation$17.8K3 Schedule C row(s)$17,804
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015064059NAL0015914323001
- Plan sponsor
- Green Planet 21, Inc.
- EIN
- 94-2970034
- Plan number
- 001
- Location
- Oakland, CA
- 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)$4.7M total assets
Net assets$4.6MLiabilities$18.8K
Full reported line items
- Total assets (EOY)
- $4,668,599
- Total liabilities (EOY)
- $18,791
- Net assets (EOY)
- $4,649,808
- Participant contributions
- $490,088
- Total income / additions
- $1,200,341
- Benefits paid
- $156,640
- Administrative expenses
- $17,805
- Total expenses
- $196,359
- Net increase / (decrease)
- $1,003,982
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Portico Wealth Advisors, LLC | INVESTMENT/FINANCIAL ADVI | $15,831 | $0 |
| Adp, Inc. | RECORD KEEPER | $1,973 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |