Ira Green Inc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Ira Green Inc)
Plain-English plan 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, Ira Green Inc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Ira Green Inc under EIN 13-1517988 and plan number 001. The latest loaded filing year is 2023. The filing reports 223 participants and $3,058,054 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ira Green Inc
- EIN
- 13-1517988
- Plan number
- 001
- Plan type
- 2
- Location
- Providence, RI
- Latest filing year
- 2023
- Participants
- 223
- End-of-year plan assets
- $3,058,054
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 223 | H, C | 20241015104240NAL0028097089001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,058,054
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,058,054
- Net assets (BOY)
- $2,963,429
Income & contributions
- Employer contributions
- $41,862
- Participant contributions
- $257,927
- Total contributions
- $351,324
- Total income / additions
- $837,222
Expenses & distributions
- Benefits paid
- $722,107
- Administrative expenses
- $18,913
- Total expenses
- $742,597
- Net increase / (decrease)
- $94,625
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Patriot Financial | ADVISOR | $10,942 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | RECORDKEEPER | $7,609 | not reported in the loaded dataset | 2023 |