The Greystone Programs, Inc. Retirement Plan — Form 5500 plan (Greystone Programs, 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, The Greystone Programs, Inc. Retirement Plan is a benefit plan reported by Greystone Programs, Inc. under EIN 14-1608318 and plan number 002. The latest loaded filing year is 2023. The filing reports 266 participants and $4,941,841 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Greystone Programs, Inc.
EIN
14-1608318
Plan number
002
Plan type
2
Location
Hopewell Junction, NY
Latest filing year
2023
Participants
266
End-of-year plan assets
$4,941,841

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023266H, C20241014105839NAL0014804115001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,941,841
Total liabilities (EOY)
$0
Net assets (EOY)
$4,941,841
Net assets (BOY)
$4,351,072

Income & contributions

Employer contributions
$13,418
Participant contributions
$238,947
Total contributions
$252,365
Total income / additions
$957,719

Expenses & distributions

Benefits paid
$311,990
Administrative expenses
$51,002
Total expenses
$366,950
Net increase / (decrease)
$590,769

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$37,746$02023
Focused Wealth Management IncADVISOR$13,256not reported in the loaded dataset2023

Related Form 5500 pages