The Greer 401(K) 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, The Greer 401(K) Plan is a benefit plan reported by Greer Industries, Inc. under EIN 34-0737241 and plan number 007. The latest loaded filing year is 2023. The filing reports 817 participants and $45,896,518 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
007
Plan type
2
Location
Morgantown, WV
Latest filing year
2023
Participants
817
End-of-year plan assets
$45,896,518

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023817H, C20241014135308NAL0046243840001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$45,896,518
Total liabilities (EOY)
$0
Net assets (EOY)
$45,896,518
Net assets (BOY)
$39,031,231

Income & contributions

Employer contributions
$1,556,459
Participant contributions
$2,408,582
Total contributions
$4,241,394
Total income / additions
$10,620,946

Expenses & distributions

Benefits paid
$3,557,602
Administrative expenses
$199,026
Total expenses
$3,755,659
Net increase / (decrease)
$6,865,287

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley Global Banking OperaNONE$143,619not reported in the loaded dataset2023
Prudential Retirement Insurance AndNONE$54,805$02023

Related Form 5500 pages