Greenleaf Nursery Co. 401(K) Profit Sharing Plan — Form 5500 plan (Greenleaf Nursery Co.)
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, Greenleaf Nursery Co. 401(K) Profit Sharing Plan is a benefit plan reported by Greenleaf Nursery Co. under EIN 73-0694135 and plan number 001. The latest loaded filing year is 2023. The filing reports 898 participants and $32,304,832 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Greenleaf Nursery Co.
- EIN
- 73-0694135
- Plan number
- 001
- Plan type
- 2
- Location
- Park Hill, OK
- Latest filing year
- 2023
- Participants
- 898
- End-of-year plan assets
- $32,304,832
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 898 | H, C | 20240930100302NAL0003150323001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,304,832
- Total liabilities (EOY)
- $131,331
- Net assets (EOY)
- $32,173,501
- Net assets (BOY)
- $26,885,429
Income & contributions
- Employer contributions
- $269,427
- Participant contributions
- $1,031,766
- Total contributions
- $1,301,193
- Total income / additions
- $6,540,877
Expenses & distributions
- Benefits paid
- $1,207,290
- Administrative expenses
- $45,515
- Total expenses
- $1,252,805
- Net increase / (decrease)
- $5,288,072
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $37,997 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $6,241 | not reported in the loaded dataset | 2023 |
| Bokf, Na | INVESTMENT ADVISOR | $1,652 | not reported in the loaded dataset | 2023 |