GREENBERG & COMPANY LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan GREENBERG & COMPANY SAVINGS & INVESTMENT PLAN
401k plan membership statisitcs for GREENBERG & COMPANY SAVINGS & INVESTMENT PLAN
Measure | Date | Value |
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2022: GREENBERG & COMPANY SAVINGS & INVESTMENT PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-07-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-07-01 | 3 |
Total of all active and inactive participants | 2022-07-01 | 3 |
Total participants | 2022-07-01 | 3 |
Number of participants with account balances | 2022-07-01 | 3 |
2021: GREENBERG & COMPANY SAVINGS & INVESTMENT PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-07-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-07-01 | 4 |
Total of all active and inactive participants | 2021-07-01 | 4 |
Total participants | 2021-07-01 | 4 |
Number of participants with account balances | 2021-07-01 | 4 |
2020: GREENBERG & COMPANY SAVINGS & INVESTMENT PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-07-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-07-01 | 4 |
Total of all active and inactive participants | 2020-07-01 | 4 |
Total participants | 2020-07-01 | 4 |
Number of participants with account balances | 2020-07-01 | 4 |
2019: GREENBERG & COMPANY SAVINGS & INVESTMENT PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-07-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-07-01 | 5 |
Total of all active and inactive participants | 2019-07-01 | 5 |
Total participants | 2019-07-01 | 5 |
Number of participants with account balances | 2019-07-01 | 5 |
2018: GREENBERG & COMPANY SAVINGS & INVESTMENT PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-07-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-07-01 | 5 |
Total of all active and inactive participants | 2018-07-01 | 5 |
Total participants | 2018-07-01 | 5 |
Number of participants with account balances | 2018-07-01 | 5 |
2017: GREENBERG & COMPANY SAVINGS & INVESTMENT PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-07-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 4 |
Total of all active and inactive participants | 2017-07-01 | 4 |
Total participants | 2017-07-01 | 4 |
Number of participants with account balances | 2017-07-01 | 4 |
2016: GREENBERG & COMPANY SAVINGS & INVESTMENT PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-07-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 4 |
Total of all active and inactive participants | 2016-07-01 | 4 |
Total participants | 2016-07-01 | 4 |
Number of participants with account balances | 2016-07-01 | 4 |
2015: GREENBERG & COMPANY SAVINGS & INVESTMENT PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-07-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 4 |
Total of all active and inactive participants | 2015-07-01 | 4 |
Total participants | 2015-07-01 | 4 |
Number of participants with account balances | 2015-07-01 | 4 |
2014: GREENBERG & COMPANY SAVINGS & INVESTMENT PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-07-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 4 |
Total of all active and inactive participants | 2014-07-01 | 4 |
Total participants | 2014-07-01 | 4 |
Number of participants with account balances | 2014-07-01 | 4 |
2013: GREENBERG & COMPANY SAVINGS & INVESTMENT PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-07-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 4 |
Total of all active and inactive participants | 2013-07-01 | 4 |
Total participants | 2013-07-01 | 4 |
Number of participants with account balances | 2013-07-01 | 4 |
2012: GREENBERG & COMPANY SAVINGS & INVESTMENT PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-07-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 4 |
Total of all active and inactive participants | 2012-07-01 | 4 |
Total participants | 2012-07-01 | 4 |
Number of participants with account balances | 2012-07-01 | 4 |
2011: GREENBERG & COMPANY SAVINGS & INVESTMENT PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-07-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 4 |
Total of all active and inactive participants | 2011-07-01 | 4 |
Total participants | 2011-07-01 | 4 |
2009: GREENBERG & COMPANY SAVINGS & INVESTMENT PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-07-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 4 |
Total of all active and inactive participants | 2009-07-01 | 4 |
Total participants | 2009-07-01 | 4 |
Number of participants with account balances | 2009-07-01 | 4 |
Measure | Date | Value |
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2023 : GREENBERG & COMPANY SAVINGS & INVESTMENT PLAN 2023 401k financial data |
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Total income from all sources | 2023-06-30 | $562,360 |
Expenses. Total of all expenses incurred | 2023-06-30 | $895,058 |
Benefits paid (including direct rollovers) | 2023-06-30 | $895,058 |
Total plan assets at end of year | 2023-06-30 | $4,560,743 |
Total plan assets at beginning of year | 2023-06-30 | $4,893,441 |
Value of fidelity bond covering the plan | 2023-06-30 | $150,000 |
Total contributions received or receivable from participants | 2023-06-30 | $59,200 |
Other income received | 2023-06-30 | $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 |
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Total income from all sources | 2022-06-30 | $-445,552 |
Total plan assets at end of year | 2022-06-30 | $4,893,441 |
Total plan assets at beginning of year | 2022-06-30 | $5,338,993 |
Value of fidelity bond covering the plan | 2022-06-30 | $150,000 |
Total contributions received or receivable from participants | 2022-06-30 | $76,955 |
Other income received | 2022-06-30 | $-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 |
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Total income from all sources | 2021-06-30 | $1,281,726 |
Expenses. Total of all expenses incurred | 2021-06-30 | $91,987 |
Benefits paid (including direct rollovers) | 2021-06-30 | $91,987 |
Total plan assets at end of year | 2021-06-30 | $5,338,993 |
Total plan assets at beginning of year | 2021-06-30 | $4,149,254 |
Value of fidelity bond covering the plan | 2021-06-30 | $150,000 |
Total contributions received or receivable from participants | 2021-06-30 | $83,200 |
Other income received | 2021-06-30 | $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 |
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Total income from all sources | 2020-06-30 | $373,591 |
Total plan assets at end of year | 2020-06-30 | $4,149,254 |
Total plan assets at beginning of year | 2020-06-30 | $3,775,663 |
Value of fidelity bond covering the plan | 2020-06-30 | $150,000 |
Total contributions received or receivable from participants | 2020-06-30 | $81,000 |
Other income received | 2020-06-30 | $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 |
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Total income from all sources | 2019-06-30 | $391,675 |
Total plan assets at end of year | 2019-06-30 | $3,775,663 |
Total plan assets at beginning of year | 2019-06-30 | $3,383,988 |
Value of fidelity bond covering the plan | 2019-06-30 | $150,000 |
Total contributions received or receivable from participants | 2019-06-30 | $75,500 |
Other income received | 2019-06-30 | $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 |
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Total income from all sources | 2018-06-30 | $316,601 |
Total plan assets at end of year | 2018-06-30 | $3,383,988 |
Total plan assets at beginning of year | 2018-06-30 | $3,067,387 |
Value of fidelity bond covering the plan | 2018-06-30 | $150,000 |
Total contributions received or receivable from participants | 2018-06-30 | $73,500 |
Other income received | 2018-06-30 | $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 |
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Total income from all sources | 2017-06-30 | $448,870 |
Total plan assets at end of year | 2017-06-30 | $3,067,387 |
Total plan assets at beginning of year | 2017-06-30 | $2,618,517 |
Value of fidelity bond covering the plan | 2017-06-30 | $150,000 |
Total contributions received or receivable from participants | 2017-06-30 | $72,000 |
Other income received | 2017-06-30 | $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 |
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Total income from all sources | 2016-06-30 | $325,121 |
Total plan assets at end of year | 2016-06-30 | $2,618,517 |
Total plan assets at beginning of year | 2016-06-30 | $2,293,396 |
Value of fidelity bond covering the plan | 2016-06-30 | $150,000 |
Total contributions received or receivable from participants | 2016-06-30 | $72,000 |
Other income received | 2016-06-30 | $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 |
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Total income from all sources | 2015-06-30 | $222,362 |
Total plan assets at end of year | 2015-06-30 | $2,293,396 |
Total plan assets at beginning of year | 2015-06-30 | $2,071,034 |
Value of fidelity bond covering the plan | 2015-06-30 | $150,000 |
Total contributions received or receivable from participants | 2015-06-30 | $70,257 |
Other income received | 2015-06-30 | $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 |
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Total income from all sources | 2014-06-30 | $410,503 |
Total plan assets at end of year | 2014-06-30 | $2,071,034 |
Total plan assets at beginning of year | 2014-06-30 | $1,660,531 |
Value of fidelity bond covering the plan | 2014-06-30 | $150,000 |
Total contributions received or receivable from participants | 2014-06-30 | $71,379 |
Other income received | 2014-06-30 | $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 |
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Total income from all sources | 2013-06-30 | $317,879 |
Total plan assets at end of year | 2013-06-30 | $1,660,531 |
Total plan assets at beginning of year | 2013-06-30 | $1,342,652 |
Value of fidelity bond covering the plan | 2013-06-30 | $150,000 |
Total contributions received or receivable from participants | 2013-06-30 | $61,750 |
Other income received | 2013-06-30 | $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 |
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Total income from all sources | 2012-06-30 | $153,063 |
Total plan assets at end of year | 2012-06-30 | $1,342,652 |
Total plan assets at beginning of year | 2012-06-30 | $1,189,589 |
Total contributions received or receivable from participants | 2012-06-30 | $58,412 |
Other income received | 2012-06-30 | $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 |
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Total income from all sources | 2011-06-30 | $241,207 |
Total plan assets at end of year | 2011-06-30 | $1,189,589 |
Total plan assets at beginning of year | 2011-06-30 | $948,382 |
Total contributions received or receivable from participants | 2011-06-30 | $55,000 |
Other income received | 2011-06-30 | $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 |
2022: GREENBERG & COMPANY SAVINGS & INVESTMENT PLAN 2022 form 5500 responses |
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2022-07-01 | Type of plan entity | Single employer plan |
2022-07-01 | Plan funding arrangement – Trust | Yes |
2022-07-01 | Plan benefit arrangement - Trust | Yes |
2021: GREENBERG & COMPANY SAVINGS & INVESTMENT PLAN 2021 form 5500 responses |
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2021-07-01 | Type of plan entity | Single employer plan |
2021-07-01 | Plan funding arrangement – Trust | Yes |
2021-07-01 | Plan benefit arrangement - Trust | Yes |
2020: GREENBERG & COMPANY SAVINGS & INVESTMENT PLAN 2020 form 5500 responses |
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2020-07-01 | Type of plan entity | Single employer plan |
2020-07-01 | Plan funding arrangement – Trust | Yes |
2020-07-01 | Plan benefit arrangement - Trust | Yes |
2019: GREENBERG & COMPANY SAVINGS & INVESTMENT PLAN 2019 form 5500 responses |
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2019-07-01 | Type of plan entity | Single employer plan |
2019-07-01 | Plan funding arrangement – Trust | Yes |
2019-07-01 | Plan benefit arrangement - Trust | Yes |
2018: GREENBERG & COMPANY SAVINGS & INVESTMENT PLAN 2018 form 5500 responses |
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2018-07-01 | Type of plan entity | Single employer plan |
2018-07-01 | Plan funding arrangement – Trust | Yes |
2018-07-01 | Plan benefit arrangement - Trust | Yes |
2017: GREENBERG & COMPANY SAVINGS & INVESTMENT PLAN 2017 form 5500 responses |
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2017-07-01 | Type of plan entity | Single employer plan |
2017-07-01 | Plan funding arrangement – Trust | Yes |
2017-07-01 | Plan benefit arrangement - Trust | Yes |
2016: GREENBERG & COMPANY SAVINGS & INVESTMENT PLAN 2016 form 5500 responses |
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2016-07-01 | Type of plan entity | Single employer plan |
2016-07-01 | Plan funding arrangement – Trust | Yes |
2016-07-01 | Plan benefit arrangement - Trust | Yes |
2015: GREENBERG & COMPANY SAVINGS & INVESTMENT PLAN 2015 form 5500 responses |
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2015-07-01 | Type of plan entity | Single employer plan |
2015-07-01 | Plan funding arrangement – Trust | Yes |
2015-07-01 | Plan benefit arrangement - Trust | Yes |
2014: GREENBERG & COMPANY SAVINGS & INVESTMENT PLAN 2014 form 5500 responses |
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2014-07-01 | Type of plan entity | Single employer plan |
2014-07-01 | Plan funding arrangement – Trust | Yes |
2014-07-01 | Plan benefit arrangement - Trust | Yes |
2013: GREENBERG & COMPANY SAVINGS & INVESTMENT PLAN 2013 form 5500 responses |
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2013-07-01 | Type of plan entity | Single employer plan |
2013-07-01 | Plan funding arrangement – Trust | Yes |
2013-07-01 | Plan benefit arrangement - Trust | Yes |
2012: GREENBERG & COMPANY SAVINGS & INVESTMENT PLAN 2012 form 5500 responses |
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2012-07-01 | Type of plan entity | Single employer plan |
2012-07-01 | Plan funding arrangement – Trust | Yes |
2012-07-01 | Plan benefit arrangement - Trust | Yes |
2011: GREENBERG & COMPANY SAVINGS & INVESTMENT PLAN 2011 form 5500 responses |
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2011-07-01 | Type of plan entity | Single employer plan |
2011-07-01 | Plan funding arrangement – Trust | Yes |
2011-07-01 | Plan benefit arrangement - Trust | Yes |
2009: GREENBERG & COMPANY SAVINGS & INVESTMENT PLAN 2009 form 5500 responses |
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2009-07-01 | Type of plan entity | Single employer plan |
2009-07-01 | Plan funding arrangement – Trust | Yes |
2009-07-01 | Plan benefit arrangement - Trust | Yes |