Greenfield World Trade, Inc. 401(K) Plan — Form 5500 plan (Greenfield World Trade, 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, Greenfield World Trade, Inc. 401(K) Plan is a benefit plan reported by Greenfield World Trade, Inc. under EIN 65-0911766 and plan number 001. The latest loaded filing year is 2023. The filing reports 432 participants and $13,056,251 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Greenfield World Trade, Inc.
- EIN
- 65-0911766
- Plan number
- 001
- Plan type
- 2
- Location
- Weston, FL
- Latest filing year
- 2023
- Participants
- 432
- End-of-year plan assets
- $13,056,251
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 432 | H, C | 20241015173943NAL0030518049001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,056,251
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,056,251
- Net assets (BOY)
- $8,584,423
Income & contributions
- Employer contributions
- $118,290
- Participant contributions
- $1,034,474
- Total contributions
- $1,233,772
- Total income / additions
- $2,922,004
Expenses & distributions
- Benefits paid
- $1,129,065
- Administrative expenses
- $52,301
- Total expenses
- $1,183,793
- Net increase / (decrease)
- $1,738,211
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $26,242 | $0 | 2023 |
| Benchmark Financial Wealth Advisors | INVESTMENT/FINANCIAL ADVI | $26,100 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
| Mesirow Financial Investment Manage | INVESTMENT/FINANCIAL ADVI | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Greenfield World Trade, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Weston, FL
- Adp, Inc. — Schedule C compensation
- Benchmark Financial Wealth Advisors — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation
- Mesirow Financial Investment Manage — Schedule C compensation