2023 Form 5500 filing — Greenfield World Trade, 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 20241015173943NAL0030518049001) for Greenfield World Trade, Inc. 401(K) Plan, reported by Greenfield World Trade, Inc. under EIN 65-0911766 and plan number 001. It reports 432 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015173943NAL0030518049001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Greenfield World Trade, Inc.
- EIN
- 65-0911766
- Plan number
- 001
- Location
- Weston, FL
- Participants
- 432
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,056,251
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,056,251
- Employer contributions
- $118,290
- Participant contributions
- $1,034,474
- Total income / additions
- $2,922,004
- Benefits paid
- $1,129,065
- Administrative expenses
- $52,301
- Total expenses
- $1,183,793
- Net increase / (decrease)
- $1,738,211
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $26,242 | $0 |
| Benchmark Financial Wealth Advisors | INVESTMENT/FINANCIAL ADVI | $26,100 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |
| Mesirow Financial Investment Manage | INVESTMENT/FINANCIAL ADVI | $0 | $0 |