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GREENBERG & COMPANY SAVINGS & INVESTMENT PLAN 401k Plan overview

Plan NameGREENBERG & COMPANY SAVINGS & INVESTMENT PLAN
Plan identification number 002

GREENBERG & COMPANY SAVINGS & INVESTMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

GREENBERG & COMPANY LLC has sponsored the creation of one or more 401k plans.

Company Name:GREENBERG & COMPANY LLC
Employer identification number (EIN):222888062
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GREENBERG & COMPANY SAVINGS & INVESTMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-07-01
0022021-07-01
0022020-07-01
0022019-07-01
0022018-07-01
0022017-07-01STUART GREENBERG
0022016-07-01STUART GREENBERG
0022015-07-01STUART GREENBERG
0022014-07-01STUART GREENBERG
0022013-07-01STUART GREENBERG
0022012-07-01STUART GREENBERG JUDITH GREENBERG2013-12-11
0022011-07-01STUART GREENBERG
0022009-07-01STUART GREENBERG JUDITH GREENBERG2011-03-01

Plan Statistics for GREENBERG & COMPANY SAVINGS & INVESTMENT PLAN

401k plan membership statisitcs for GREENBERG & COMPANY SAVINGS & INVESTMENT PLAN

Measure Date Value
2022: GREENBERG & COMPANY SAVINGS & INVESTMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-014
Total number of active participants reported on line 7a of the Form 55002022-07-013
Total of all active and inactive participants2022-07-013
Total participants2022-07-013
Number of participants with account balances2022-07-013
2021: GREENBERG & COMPANY SAVINGS & INVESTMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-014
Total number of active participants reported on line 7a of the Form 55002021-07-014
Total of all active and inactive participants2021-07-014
Total participants2021-07-014
Number of participants with account balances2021-07-014
2020: GREENBERG & COMPANY SAVINGS & INVESTMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-015
Total number of active participants reported on line 7a of the Form 55002020-07-014
Total of all active and inactive participants2020-07-014
Total participants2020-07-014
Number of participants with account balances2020-07-014
2019: GREENBERG & COMPANY SAVINGS & INVESTMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-015
Total number of active participants reported on line 7a of the Form 55002019-07-015
Total of all active and inactive participants2019-07-015
Total participants2019-07-015
Number of participants with account balances2019-07-015
2018: GREENBERG & COMPANY SAVINGS & INVESTMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-014
Total number of active participants reported on line 7a of the Form 55002018-07-015
Total of all active and inactive participants2018-07-015
Total participants2018-07-015
Number of participants with account balances2018-07-015
2017: GREENBERG & COMPANY SAVINGS & INVESTMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-014
Total number of active participants reported on line 7a of the Form 55002017-07-014
Total of all active and inactive participants2017-07-014
Total participants2017-07-014
Number of participants with account balances2017-07-014
2016: GREENBERG & COMPANY SAVINGS & INVESTMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-010
Total number of active participants reported on line 7a of the Form 55002016-07-014
Total of all active and inactive participants2016-07-014
Total participants2016-07-014
Number of participants with account balances2016-07-014
2015: GREENBERG & COMPANY SAVINGS & INVESTMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-014
Total number of active participants reported on line 7a of the Form 55002015-07-014
Total of all active and inactive participants2015-07-014
Total participants2015-07-014
Number of participants with account balances2015-07-014
2014: GREENBERG & COMPANY SAVINGS & INVESTMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-014
Total number of active participants reported on line 7a of the Form 55002014-07-014
Total of all active and inactive participants2014-07-014
Total participants2014-07-014
Number of participants with account balances2014-07-014
2013: GREENBERG & COMPANY SAVINGS & INVESTMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-014
Total number of active participants reported on line 7a of the Form 55002013-07-014
Total of all active and inactive participants2013-07-014
Total participants2013-07-014
Number of participants with account balances2013-07-014
2012: GREENBERG & COMPANY SAVINGS & INVESTMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-014
Total number of active participants reported on line 7a of the Form 55002012-07-014
Total of all active and inactive participants2012-07-014
Total participants2012-07-014
Number of participants with account balances2012-07-014
2011: GREENBERG & COMPANY SAVINGS & INVESTMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-014
Total number of active participants reported on line 7a of the Form 55002011-07-014
Total of all active and inactive participants2011-07-014
Total participants2011-07-014
2009: GREENBERG & COMPANY SAVINGS & INVESTMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-014
Total number of active participants reported on line 7a of the Form 55002009-07-014
Total of all active and inactive participants2009-07-014
Total participants2009-07-014
Number of participants with account balances2009-07-014

Financial Data on GREENBERG & COMPANY SAVINGS & INVESTMENT PLAN

Measure Date Value
2023 : GREENBERG & COMPANY SAVINGS & INVESTMENT PLAN 2023 401k financial data
Total income from all sources2023-06-30$562,360
Expenses. Total of all expenses incurred2023-06-30$895,058
Benefits paid (including direct rollovers)2023-06-30$895,058
Total plan assets at end of year2023-06-30$4,560,743
Total plan assets at beginning of year2023-06-30$4,893,441
Value of fidelity bond covering the plan2023-06-30$150,000
Total contributions received or receivable from participants2023-06-30$59,200
Other income received2023-06-30$464,035
Net income (gross income less expenses)2023-06-30$-332,698
Net plan assets at end of year (total assets less liabilities)2023-06-30$4,560,743
Net plan assets at beginning of year (total assets less liabilities)2023-06-30$4,893,441
Total contributions received or receivable from employer(s)2023-06-30$39,125
2022 : GREENBERG & COMPANY SAVINGS & INVESTMENT PLAN 2022 401k financial data
Total income from all sources2022-06-30$-445,552
Total plan assets at end of year2022-06-30$4,893,441
Total plan assets at beginning of year2022-06-30$5,338,993
Value of fidelity bond covering the plan2022-06-30$150,000
Total contributions received or receivable from participants2022-06-30$76,955
Other income received2022-06-30$-562,507
Net income (gross income less expenses)2022-06-30$-445,552
Net plan assets at end of year (total assets less liabilities)2022-06-30$4,893,441
Net plan assets at beginning of year (total assets less liabilities)2022-06-30$5,338,993
Total contributions received or receivable from employer(s)2022-06-30$40,000
2021 : GREENBERG & COMPANY SAVINGS & INVESTMENT PLAN 2021 401k financial data
Total income from all sources2021-06-30$1,281,726
Expenses. Total of all expenses incurred2021-06-30$91,987
Benefits paid (including direct rollovers)2021-06-30$91,987
Total plan assets at end of year2021-06-30$5,338,993
Total plan assets at beginning of year2021-06-30$4,149,254
Value of fidelity bond covering the plan2021-06-30$150,000
Total contributions received or receivable from participants2021-06-30$83,200
Other income received2021-06-30$1,157,575
Net income (gross income less expenses)2021-06-30$1,189,739
Net plan assets at end of year (total assets less liabilities)2021-06-30$5,338,993
Net plan assets at beginning of year (total assets less liabilities)2021-06-30$4,149,254
Total contributions received or receivable from employer(s)2021-06-30$40,951
2020 : GREENBERG & COMPANY SAVINGS & INVESTMENT PLAN 2020 401k financial data
Total income from all sources2020-06-30$373,591
Total plan assets at end of year2020-06-30$4,149,254
Total plan assets at beginning of year2020-06-30$3,775,663
Value of fidelity bond covering the plan2020-06-30$150,000
Total contributions received or receivable from participants2020-06-30$81,000
Other income received2020-06-30$234,236
Net income (gross income less expenses)2020-06-30$373,591
Net plan assets at end of year (total assets less liabilities)2020-06-30$4,149,254
Net plan assets at beginning of year (total assets less liabilities)2020-06-30$3,775,663
Total contributions received or receivable from employer(s)2020-06-30$58,355
2019 : GREENBERG & COMPANY SAVINGS & INVESTMENT PLAN 2019 401k financial data
Total income from all sources2019-06-30$391,675
Total plan assets at end of year2019-06-30$3,775,663
Total plan assets at beginning of year2019-06-30$3,383,988
Value of fidelity bond covering the plan2019-06-30$150,000
Total contributions received or receivable from participants2019-06-30$75,500
Other income received2019-06-30$258,352
Net income (gross income less expenses)2019-06-30$391,675
Net plan assets at end of year (total assets less liabilities)2019-06-30$3,775,663
Net plan assets at beginning of year (total assets less liabilities)2019-06-30$3,383,988
Total contributions received or receivable from employer(s)2019-06-30$57,823
2018 : GREENBERG & COMPANY SAVINGS & INVESTMENT PLAN 2018 401k financial data
Total income from all sources2018-06-30$316,601
Total plan assets at end of year2018-06-30$3,383,988
Total plan assets at beginning of year2018-06-30$3,067,387
Value of fidelity bond covering the plan2018-06-30$150,000
Total contributions received or receivable from participants2018-06-30$73,500
Other income received2018-06-30$186,101
Net income (gross income less expenses)2018-06-30$316,601
Net plan assets at end of year (total assets less liabilities)2018-06-30$3,383,988
Net plan assets at beginning of year (total assets less liabilities)2018-06-30$3,067,387
Total contributions received or receivable from employer(s)2018-06-30$57,000
2017 : GREENBERG & COMPANY SAVINGS & INVESTMENT PLAN 2017 401k financial data
Total income from all sources2017-06-30$448,870
Total plan assets at end of year2017-06-30$3,067,387
Total plan assets at beginning of year2017-06-30$2,618,517
Value of fidelity bond covering the plan2017-06-30$150,000
Total contributions received or receivable from participants2017-06-30$72,000
Other income received2017-06-30$319,693
Net income (gross income less expenses)2017-06-30$448,870
Net plan assets at end of year (total assets less liabilities)2017-06-30$3,067,387
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$2,618,517
Total contributions received or receivable from employer(s)2017-06-30$57,177
2016 : GREENBERG & COMPANY SAVINGS & INVESTMENT PLAN 2016 401k financial data
Total income from all sources2016-06-30$325,121
Total plan assets at end of year2016-06-30$2,618,517
Total plan assets at beginning of year2016-06-30$2,293,396
Value of fidelity bond covering the plan2016-06-30$150,000
Total contributions received or receivable from participants2016-06-30$72,000
Other income received2016-06-30$197,128
Net income (gross income less expenses)2016-06-30$325,121
Net plan assets at end of year (total assets less liabilities)2016-06-30$2,618,517
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$2,293,396
Total contributions received or receivable from employer(s)2016-06-30$55,993
2015 : GREENBERG & COMPANY SAVINGS & INVESTMENT PLAN 2015 401k financial data
Total income from all sources2015-06-30$222,362
Total plan assets at end of year2015-06-30$2,293,396
Total plan assets at beginning of year2015-06-30$2,071,034
Value of fidelity bond covering the plan2015-06-30$150,000
Total contributions received or receivable from participants2015-06-30$70,257
Other income received2015-06-30$99,999
Net income (gross income less expenses)2015-06-30$222,362
Net plan assets at end of year (total assets less liabilities)2015-06-30$2,293,396
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$2,071,034
Total contributions received or receivable from employer(s)2015-06-30$52,106
2014 : GREENBERG & COMPANY SAVINGS & INVESTMENT PLAN 2014 401k financial data
Total income from all sources2014-06-30$410,503
Total plan assets at end of year2014-06-30$2,071,034
Total plan assets at beginning of year2014-06-30$1,660,531
Value of fidelity bond covering the plan2014-06-30$150,000
Total contributions received or receivable from participants2014-06-30$71,379
Other income received2014-06-30$297,329
Net income (gross income less expenses)2014-06-30$410,503
Net plan assets at end of year (total assets less liabilities)2014-06-30$2,071,034
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$1,660,531
Total contributions received or receivable from employer(s)2014-06-30$41,795
2013 : GREENBERG & COMPANY SAVINGS & INVESTMENT PLAN 2013 401k financial data
Total income from all sources2013-06-30$317,879
Total plan assets at end of year2013-06-30$1,660,531
Total plan assets at beginning of year2013-06-30$1,342,652
Value of fidelity bond covering the plan2013-06-30$150,000
Total contributions received or receivable from participants2013-06-30$61,750
Other income received2013-06-30$223,291
Net income (gross income less expenses)2013-06-30$317,879
Net plan assets at end of year (total assets less liabilities)2013-06-30$1,660,531
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$1,342,652
Total contributions received or receivable from employer(s)2013-06-30$32,838
2012 : GREENBERG & COMPANY SAVINGS & INVESTMENT PLAN 2012 401k financial data
Total income from all sources2012-06-30$153,063
Total plan assets at end of year2012-06-30$1,342,652
Total plan assets at beginning of year2012-06-30$1,189,589
Total contributions received or receivable from participants2012-06-30$58,412
Other income received2012-06-30$40,889
Net income (gross income less expenses)2012-06-30$153,063
Net plan assets at end of year (total assets less liabilities)2012-06-30$1,342,652
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$1,189,589
Total contributions received or receivable from employer(s)2012-06-30$53,762
2011 : GREENBERG & COMPANY SAVINGS & INVESTMENT PLAN 2011 401k financial data
Total income from all sources2011-06-30$241,207
Total plan assets at end of year2011-06-30$1,189,589
Total plan assets at beginning of year2011-06-30$948,382
Total contributions received or receivable from participants2011-06-30$55,000
Other income received2011-06-30$118,804
Net income (gross income less expenses)2011-06-30$241,207
Net plan assets at end of year (total assets less liabilities)2011-06-30$1,189,589
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$948,382
Total contributions received or receivable from employer(s)2011-06-30$67,403

Form 5500 Responses for GREENBERG & COMPANY SAVINGS & INVESTMENT PLAN

2022: GREENBERG & COMPANY SAVINGS & INVESTMENT PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement - TrustYes
2021: GREENBERG & COMPANY SAVINGS & INVESTMENT PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: GREENBERG & COMPANY SAVINGS & INVESTMENT PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: GREENBERG & COMPANY SAVINGS & INVESTMENT PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: GREENBERG & COMPANY SAVINGS & INVESTMENT PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: GREENBERG & COMPANY SAVINGS & INVESTMENT PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: GREENBERG & COMPANY SAVINGS & INVESTMENT PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: GREENBERG & COMPANY SAVINGS & INVESTMENT PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: GREENBERG & COMPANY SAVINGS & INVESTMENT PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: GREENBERG & COMPANY SAVINGS & INVESTMENT PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: GREENBERG & COMPANY SAVINGS & INVESTMENT PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: GREENBERG & COMPANY SAVINGS & INVESTMENT PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: GREENBERG & COMPANY SAVINGS & INVESTMENT PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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