2023 Form 5500 filing — Greerwalker Llp 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 20241015100846NAL0028018129001) for Greerwalker Llp 401(K) Profit Sharing Plan, reported by Greerwalker Llp under EIN 56-1434747 and plan number 001. It reports 185 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)$36.1MReported net assets$36,067,493
Participants185
Provider compensation$36.5K2 Schedule C row(s)$36,508
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015100846NAL0028018129001
Plan sponsor
Greerwalker Llp
EIN
56-1434747
Plan number
001
Location
Charlotte, NC
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)$36.1M total assets
Net assets$36.1MLiabilities$427
Money in vs. money out
Total income / additions$7.7M
Total expenses$1M
Benefits paid / distributions$952.2K
Contributions
Employer$1.1M
Participant$1.2M
Full reported line items
Total assets (EOY)
$36,067,920
Total liabilities (EOY)
$427
Net assets (EOY)
$36,067,493
Employer contributions
$1,086,302
Participant contributions
$1,180,598
Total income / additions
$7,712,502
Benefits paid
$952,154
Administrative expenses
$36,508
Total expenses
$1,015,227
Net increase / (decrease)
$6,697,275
Schedule C

Reported service provider compensation

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

  1. 1
    BROKER · Direct $34.9K
  2. 2
    RECORDKEEPER · Direct $1.6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015100846NAL0028018129001 cover?
It is the 2023 Form 5500 filing for Greerwalker Llp 401(K) Profit Sharing Plan, reported by Greerwalker Llp (EIN 56-1434747).
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