Greene, Tweed & Co., Inc. Union Employees Pension Plan — Form 5500 plan (Greene, Tweed & Company, 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, Greene, Tweed & Co., Inc. Union Employees Pension Plan is a benefit plan reported by Greene, Tweed & Company, Inc. under EIN 46-4212973 and plan number 001. The latest loaded filing year is 2023. The filing reports 538 participants and $30,074,400 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$30MPlan net assets, end of year$29,961,993
Participants538Covered participants reported
Assets / participant$55.9KComputed: assets ÷ participants$55,900 (computed)
Provider compensationNone reported
Plan sponsor
Greene, Tweed & Company, Inc.
EIN
46-4212973
Plan number
001
Plan type
2
Location
Kulpsville, PA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023538H20250109084458NAL0019965792001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$30.1M total assets
Net assets$30MLiabilities$112.4K
Money in vs. money out
Total income / additions$434.6K
Total expenses$937.7K
Benefits paid / distributions$937.7K
Full reported line items

Net assets

Total assets (EOY)
$30,074,400
Total liabilities (EOY)
$112,407
Net assets (EOY)
$29,961,993
Net assets (BOY)
$30,551,809

Income & contributions

Total contributions
$0
Total income / additions
$434,608

Expenses & distributions

Benefits paid
$937,659
Administrative expenses
$0
Total expenses
$937,659
Net increase / (decrease)
-$503,051
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income216%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages