Investing Together In Your Future Plan — Form 5500 plan (Green Peak Industries, 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, Investing Together In Your Future Plan is a benefit plan reported by Green Peak Industries, Inc. under EIN 81-4533921 and plan number 001. The latest loaded filing year is 2023. The filing reports 713 participants and $3,860,047 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$3.9MPlan net assets, end of year$3,860,047
Participants713Covered participants reported
Assets / participant$5.4KComputed: assets ÷ participants$5,414 (computed)
Provider compensation$49.3K3 Schedule C provider row(s)$49,314
- Plan sponsor
- Green Peak Industries, Inc.
- EIN
- 81-4533921
- Plan number
- 001
- Plan type
- 2
- Location
- Ann Arbor, MI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 713 | H, C | 20241002091714NAL0008585553001 |
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)$3.9M total assets
Net assets$3.9MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $3,860,047
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,860,047
- Net assets (BOY)
- $2,907,288
Income & contributions
- Employer contributions
- $387,178
- Participant contributions
- $707,976
- Total contributions
- $1,143,237
- Total income / additions
- $1,752,162
Expenses & distributions
- Benefits paid
- $750,089
- Administrative expenses
- $49,314
- Total expenses
- $799,403
- Net increase / (decrease)
- $952,759
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.
35%65%
Employer 35%Participant 65%
Total expenses ÷ net assets21%Computed ratio
Benefits paid ÷ total income43%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Life Insurance Co | RECORDKEEPER | $43,446 | $0 | 2023 |
| Kushner & Company, Inc. | RECORDKEEPER | $5,200 | $0 | 2023 |
| Mesirow Financial, Inc. | INVESTMENT ADVISORY | $668 | not reported in the loaded dataset | 2023 |