2023 Form 5500 filing — Greene, Tweed & Co., Inc. Pension 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 20250306141345NAL0010390817001) for Greene, Tweed & Co., Inc. Pension Plan, reported by Greene, Tweed & Company, Inc. under EIN 46-4212973 and plan number 002. It reports 418 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$25.9MReported net assets$25,925,956
Participants418
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20250306141345NAL0010390817001
Plan sponsor
Greene, Tweed & Company, Inc.
EIN
46-4212973
Plan number
002
Location
Kulpsville, PA
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)$25.9M total assets
Net assets$25.9MLiabilities$0
Money in vs. money out
Total income / additions$620.4K
Total expenses$1.5M
Benefits paid / distributions$1.5M
Full reported line items
Total assets (EOY)
$25,925,956
Total liabilities (EOY)
$0
Net assets (EOY)
$25,925,956
Total income / additions
$620,367
Benefits paid
$1,460,966
Administrative expenses
$0
Total expenses
$1,460,966
Net increase / (decrease)
-$840,599

Related Form 5500 pages