Greenfield Savings Bank 401k Plan — Form 5500 plan (Greenfield Savings Bank)
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 Savings Bank 401k Plan is a benefit plan reported by Greenfield Savings Bank under EIN 81-0669576 and plan number 002. The latest loaded filing year is 2023. The filing reports 270 participants and $21,239,462 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Greenfield Savings Bank
- EIN
- 81-0669576
- Plan number
- 002
- Plan type
- 2
- Location
- Greenfield, MA
- Latest filing year
- 2023
- Participants
- 270
- End-of-year plan assets
- $21,239,462
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 270 | H, C | 20241012081520NAL0039576928001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,239,462
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,239,462
- Net assets (BOY)
- $19,014,564
Income & contributions
- Employer contributions
- $413,161
- Participant contributions
- $896,645
- Total contributions
- $1,344,905
- Total income / additions
- $4,176,398
Expenses & distributions
- Benefits paid
- $1,949,687
- Administrative expenses
- $1,750
- Total expenses
- $1,951,500
- Net increase / (decrease)
- $2,224,898
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | SERVICE PROVIDER | $0 | $48,695 | 2023 |