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. Savings And Investment Plan is a benefit plan reported by Greene, Tweed & Co., Inc. under EIN 46-4212973 and plan number 003. The latest loaded filing year is 2023. The filing reports 192 participants and $16,340,679 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,340,679
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,340,679
- Net assets (BOY)
- $15,843,800
Income & contributions
- Employer contributions
- $518,776
- Participant contributions
- $914,155
- Total contributions
- $1,532,907
- Total income / additions
- $4,678,708
Expenses & distributions
- Benefits paid
- $2,497,634
- Administrative expenses
- $18,147
- Total expenses
- $2,515,781
- Net increase / (decrease)
- $2,162,927