2023 Form 5500 filing — The Green Family 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 20241015143116NAL0058139618001) for The Green Family 401(K) Plan, reported by Green Lincoln, Inc. under EIN 76-0734137 and plan number 001. It reports 462 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015143116NAL0058139618001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Green Lincoln, Inc.
- EIN
- 76-0734137
- Plan number
- 001
- Location
- Springfield, IL
- Participants
- 462
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,989,956
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,989,956
- Employer contributions
- $230,438
- Participant contributions
- $861,407
- Total income / additions
- $2,651,587
- Benefits paid
- $941,278
- Administrative expenses
- $66,493
- Total expenses
- $1,021,719
- Net increase / (decrease)
- $1,629,868
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Crumly And Associates Incorporated, | NONE | $26,065 | not reported in the loaded dataset |
| Ameritas Life Insurance Corp | NONE | $25,985 | not reported in the loaded dataset |
| Sikich, LLC | NONE | $12,300 | not reported in the loaded dataset |
| Charles Schwab Bank | NONE | $2,143 | $0 |