Green Wealth Management Group 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Green Wealth Management Group)
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, Green Wealth Management Group 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Green Wealth Management Group under EIN 86-3322118 and plan number 001. The latest loaded filing year is 2023. The filing reports 8 participants and $1,794,627 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Green Wealth Management Group
- EIN
- 86-3322118
- Plan number
- 001
- Plan type
- 2
- Location
- Southbury, CT
- Latest filing year
- 2023
- Participants
- 8
- End-of-year plan assets
- $1,794,627
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8 | I | 20240710125239NAL0030262290001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,794,627
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,794,627
- Net assets (BOY)
- $1,293,953
Income & contributions
- Employer contributions
- $111,942
- Participant contributions
- $94,646
- Total income / additions
- $502,732
Expenses & distributions
- Benefits paid
- $676
- Administrative expenses
- $1,382
- Total expenses
- $2,058
- Net increase / (decrease)
- $500,674
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.