Clean Green Development, LLC 401(K) Plan — Form 5500 plan (Clean Green Development, LLC)

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, Clean Green Development, LLC 401(K) Plan is a benefit plan reported by Clean Green Development, LLC under EIN 27-3288879 and plan number 001. The latest loaded filing year is 2023. The filing reports 144 participants and $906,246 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Clean Green Development, LLC
EIN
27-3288879
Plan number
001
Plan type
2
Location
Phoenix, AZ
Latest filing year
2023
Participants
144
End-of-year plan assets
$906,246

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023144H, C20241014182423NAL0015415475001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$906,246
Total liabilities (EOY)
$0
Net assets (EOY)
$906,246
Net assets (BOY)
$742,752

Income & contributions

Employer contributions
$0
Participant contributions
$55,909
Total contributions
$55,909
Total income / additions
$191,840

Expenses & distributions

Benefits paid
$8,155
Administrative expenses
$1,707
Total expenses
$28,346
Net increase / (decrease)
$163,494

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capital Insight Partners LLCINVESTMENT ADVISOR$1,346not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$386$02023
Empower Advisory Group, LLCINVESTMENT MGMT$0not reported in the loaded dataset2023

Related Form 5500 pages