Plan5500

Greer Retirement Plan — Form 5500 plan (Greer Industries, 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, Greer Retirement Plan is a benefit plan reported by Greer Industries, Inc. under EIN 34-0737241 and plan number 005. The latest loaded filing year is 2023. The filing reports 878 participants and $57,579,765 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Greer Industries, Inc.
EIN
34-0737241
Plan number
005
Plan type
2
Location
Morgantown, WV
Latest filing year
2023
Participants
878
End-of-year plan assets
$57,579,765

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023878H, C20241015081721NAL0015977923001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$57,579,765
Total liabilities (EOY)
$16,037
Net assets (EOY)
$57,563,728
Net assets (BOY)
$54,135,264

Income & contributions

Employer contributions
$2,168,227
Total contributions
$2,168,227
Total income / additions
$9,143,547

Expenses & distributions

Benefits paid
$4,516,311
Administrative expenses
$1,198,772
Total expenses
$5,715,083
Net increase / (decrease)
$3,428,464

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bmo Harris Bank NaNONE$245,095not reported in the loaded dataset2023
Buck Global, LLCNONE$151,307not reported in the loaded dataset2023
Morgan Stanley Smith Barney LLCNONE$145,626$02023

Related Form 5500 pages