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BAIRD SELF DIRECTED PROFIT SHARING PLAN FBO GARY S GREENBERG 401k Plan overview

Plan NameBAIRD SELF DIRECTED PROFIT SHARING PLAN FBO GARY S GREENBERG
Plan identification number 001

BAIRD SELF DIRECTED PROFIT SHARING PLAN FBO GARY S GREENBERG Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Plan covering Self-Employed individuals.
  • Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.

401k Sponsoring company profile

ATTY GARY GREENBERG has sponsored the creation of one or more 401k plans.

Company Name:ATTY GARY GREENBERG
Employer identification number (EIN):391488120
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BAIRD SELF DIRECTED PROFIT SHARING PLAN FBO GARY S GREENBERG

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01STEVEN S ROZANSKY, CPA
0012017-01-01STEVEN S ROZANSKY, CPA
0012016-01-01STEVEN S ROZANSKY, CPA
0012015-01-01SANFORD J MITZ CPA
0012014-01-01SANFORD J MITZ CPA
0012013-01-01SANFORD J MITZ CPA
0012012-01-01SANFORD J MITZ CPA
0012011-01-01SANFORD J MITZ CPA
0012009-01-01GARY S GREENBERG

Plan Statistics for BAIRD SELF DIRECTED PROFIT SHARING PLAN FBO GARY S GREENBERG

401k plan membership statisitcs for BAIRD SELF DIRECTED PROFIT SHARING PLAN FBO GARY S GREENBERG

Measure Date Value
2023: BAIRD SELF DIRECTED PROFIT SHARING PLAN FBO GARY S GREENBERG 2023 401k membership
Total participants, beginning-of-year2023-01-014
Total number of active participants reported on line 7a of the Form 55002023-01-012
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-012
Number of participants with account balances2023-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: BAIRD SELF DIRECTED PROFIT SHARING PLAN FBO GARY S GREENBERG 2022 401k membership
Total participants, beginning-of-year2022-01-014
Total number of active participants reported on line 7a of the Form 55002022-01-014
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-014
Number of participants with account balances2022-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BAIRD SELF DIRECTED PROFIT SHARING PLAN FBO GARY S GREENBERG 2021 401k membership
Total participants, beginning-of-year2021-01-014
Total number of active participants reported on line 7a of the Form 55002021-01-014
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-014
Number of participants with account balances2021-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BAIRD SELF DIRECTED PROFIT SHARING PLAN FBO GARY S GREENBERG 2020 401k membership
Total participants, beginning-of-year2020-01-014
Total number of active participants reported on line 7a of the Form 55002020-01-014
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-014
Number of participants with account balances2020-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BAIRD SELF DIRECTED PROFIT SHARING PLAN FBO GARY S GREENBERG 2019 401k membership
Total participants, beginning-of-year2019-01-014
Total number of active participants reported on line 7a of the Form 55002019-01-014
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-014
Number of participants with account balances2019-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BAIRD SELF DIRECTED PROFIT SHARING PLAN FBO GARY S GREENBERG 2018 401k membership
Total participants, beginning-of-year2018-01-013
Total number of active participants reported on line 7a of the Form 55002018-01-014
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-014
Number of participants with account balances2018-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BAIRD SELF DIRECTED PROFIT SHARING PLAN FBO GARY S GREENBERG 2017 401k membership
Total participants, beginning-of-year2017-01-013
Total number of active participants reported on line 7a of the Form 55002017-01-013
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-013
Number of participants with account balances2017-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: BAIRD SELF DIRECTED PROFIT SHARING PLAN FBO GARY S GREENBERG 2016 401k membership
Total participants, beginning-of-year2016-01-013
Total number of active participants reported on line 7a of the Form 55002016-01-013
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-013
Number of participants with account balances2016-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BAIRD SELF DIRECTED PROFIT SHARING PLAN FBO GARY S GREENBERG 2015 401k membership
Total participants, beginning-of-year2015-01-014
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BAIRD SELF DIRECTED PROFIT SHARING PLAN FBO GARY S GREENBERG 2014 401k membership
Total participants, beginning-of-year2014-01-014
Total number of active participants reported on line 7a of the Form 55002014-01-013
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-014
Number of participants with account balances2014-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BAIRD SELF DIRECTED PROFIT SHARING PLAN FBO GARY S GREENBERG 2013 401k membership
Total participants, beginning-of-year2013-01-014
Total number of active participants reported on line 7a of the Form 55002013-01-014
Total of all active and inactive participants2013-01-014
Total participants2013-01-014
Number of participants with account balances2013-01-014
2012: BAIRD SELF DIRECTED PROFIT SHARING PLAN FBO GARY S GREENBERG 2012 401k membership
Total participants, beginning-of-year2012-01-014
Total number of active participants reported on line 7a of the Form 55002012-01-014
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-014
Number of participants with account balances2012-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BAIRD SELF DIRECTED PROFIT SHARING PLAN FBO GARY S GREENBERG 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-014
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-014
Number of participants with account balances2011-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: BAIRD SELF DIRECTED PROFIT SHARING PLAN FBO GARY S GREENBERG 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-014
Total participants2009-01-014
Number of participants with account balances2009-01-014

Financial Data on BAIRD SELF DIRECTED PROFIT SHARING PLAN FBO GARY S GREENBERG

Measure Date Value
2023 : BAIRD SELF DIRECTED PROFIT SHARING PLAN FBO GARY S GREENBERG 2023 401k financial data
Total income from all sources2023-12-31$361,081
Expenses. Total of all expenses incurred2023-12-31$52,416
Benefits paid (including direct rollovers)2023-12-31$52,416
Total plan assets at end of year2023-12-31$3,970,198
Total plan assets at beginning of year2023-12-31$3,661,533
Other income received2023-12-31$313,828
Net income (gross income less expenses)2023-12-31$308,665
Net plan assets at end of year (total assets less liabilities)2023-12-31$3,970,198
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$3,661,533
Total contributions received or receivable from employer(s)2023-12-31$47,253
2022 : BAIRD SELF DIRECTED PROFIT SHARING PLAN FBO GARY S GREENBERG 2022 401k financial data
Total income from all sources2022-12-31$-282,370
Total plan assets at end of year2022-12-31$3,661,533
Total plan assets at beginning of year2022-12-31$3,943,903
Other income received2022-12-31$-364,066
Net income (gross income less expenses)2022-12-31$-282,370
Net plan assets at end of year (total assets less liabilities)2022-12-31$3,661,533
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$3,943,903
Total contributions received or receivable from employer(s)2022-12-31$81,696
2021 : BAIRD SELF DIRECTED PROFIT SHARING PLAN FBO GARY S GREENBERG 2021 401k financial data
Total income from all sources2021-12-31$438,747
Total plan assets at end of year2021-12-31$3,943,903
Total plan assets at beginning of year2021-12-31$3,505,156
Other income received2021-12-31$359,802
Net income (gross income less expenses)2021-12-31$438,747
Net plan assets at end of year (total assets less liabilities)2021-12-31$3,943,903
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$3,505,156
Total contributions received or receivable from employer(s)2021-12-31$78,945
2020 : BAIRD SELF DIRECTED PROFIT SHARING PLAN FBO GARY S GREENBERG 2020 401k financial data
Total income from all sources2020-12-31$275,803
Total plan assets at end of year2020-12-31$3,505,156
Total plan assets at beginning of year2020-12-31$3,229,353
Other income received2020-12-31$196,500
Net income (gross income less expenses)2020-12-31$275,803
Net plan assets at end of year (total assets less liabilities)2020-12-31$3,505,156
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$3,229,353
Total contributions received or receivable from employer(s)2020-12-31$79,303
2019 : BAIRD SELF DIRECTED PROFIT SHARING PLAN FBO GARY S GREENBERG 2019 401k financial data
Total income from all sources2019-12-31$530,871
Total plan assets at end of year2019-12-31$3,229,353
Total plan assets at beginning of year2019-12-31$2,698,482
Other income received2019-12-31$470,151
Net income (gross income less expenses)2019-12-31$530,871
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,229,353
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,698,482
Total contributions received or receivable from employer(s)2019-12-31$60,720
2018 : BAIRD SELF DIRECTED PROFIT SHARING PLAN FBO GARY S GREENBERG 2018 401k financial data
Total income from all sources2018-12-31$-24,052
Total plan assets at end of year2018-12-31$2,698,482
Total plan assets at beginning of year2018-12-31$2,722,534
Other income received2018-12-31$-87,419
Net income (gross income less expenses)2018-12-31$-24,052
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,698,482
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,722,534
Total contributions received or receivable from employer(s)2018-12-31$63,367
2017 : BAIRD SELF DIRECTED PROFIT SHARING PLAN FBO GARY S GREENBERG 2017 401k financial data
Total income from all sources2017-12-31$352,074
Total plan assets at end of year2017-12-31$2,722,534
Total plan assets at beginning of year2017-12-31$2,370,460
Other income received2017-12-31$286,537
Net income (gross income less expenses)2017-12-31$352,074
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,722,534
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,370,460
Total contributions received or receivable from employer(s)2017-12-31$65,537
2016 : BAIRD SELF DIRECTED PROFIT SHARING PLAN FBO GARY S GREENBERG 2016 401k financial data
Total income from all sources2016-12-31$265,795
Expenses. Total of all expenses incurred2016-12-31$69,801
Benefits paid (including direct rollovers)2016-12-31$69,801
Total plan assets at end of year2016-12-31$2,370,460
Total plan assets at beginning of year2016-12-31$2,174,466
Other income received2016-12-31$202,405
Net income (gross income less expenses)2016-12-31$195,994
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,370,460
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,174,466
Total contributions received or receivable from employer(s)2016-12-31$63,390
2015 : BAIRD SELF DIRECTED PROFIT SHARING PLAN FBO GARY S GREENBERG 2015 401k financial data
Transfers to/from the plan2015-12-31$-40,151
Total income from all sources2015-12-31$3,937
Total plan assets at end of year2015-12-31$2,174,466
Total plan assets at beginning of year2015-12-31$2,210,680
Other income received2015-12-31$-61,809
Net income (gross income less expenses)2015-12-31$3,937
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,174,466
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,210,680
Total contributions received or receivable from employer(s)2015-12-31$65,746
2014 : BAIRD SELF DIRECTED PROFIT SHARING PLAN FBO GARY S GREENBERG 2014 401k financial data
Total income from all sources2014-12-31$221,593
Total plan assets at end of year2014-12-31$2,210,680
Total plan assets at beginning of year2014-12-31$1,989,087
Other income received2014-12-31$152,310
Net income (gross income less expenses)2014-12-31$221,593
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,210,680
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,989,087
Total contributions received or receivable from employer(s)2014-12-31$69,283
2013 : BAIRD SELF DIRECTED PROFIT SHARING PLAN FBO GARY S GREENBERG 2013 401k financial data
Total income from all sources2013-12-31$192,823
Total plan assets at end of year2013-12-31$1,989,087
Total plan assets at beginning of year2013-12-31$1,796,264
Other income received2013-12-31$131,146
Net income (gross income less expenses)2013-12-31$192,823
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,989,087
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,796,264
Total contributions received or receivable from employer(s)2013-12-31$61,677
2012 : BAIRD SELF DIRECTED PROFIT SHARING PLAN FBO GARY S GREENBERG 2012 401k financial data
Total income from all sources2012-12-31$165,913
Total plan assets at end of year2012-12-31$1,796,264
Total plan assets at beginning of year2012-12-31$1,630,351
Other income received2012-12-31$116,965
Net income (gross income less expenses)2012-12-31$165,913
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,796,264
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,630,351
Total contributions received or receivable from employer(s)2012-12-31$48,948
2011 : BAIRD SELF DIRECTED PROFIT SHARING PLAN FBO GARY S GREENBERG 2011 401k financial data
Total income from all sources2011-12-31$109,268
Total plan assets at end of year2011-12-31$1,630,351
Total plan assets at beginning of year2011-12-31$1,521,083
Other income received2011-12-31$60,552
Net income (gross income less expenses)2011-12-31$109,268
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,630,351
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,521,083
Total contributions received or receivable from employer(s)2011-12-31$48,716
2010 : BAIRD SELF DIRECTED PROFIT SHARING PLAN FBO GARY S GREENBERG 2010 401k financial data
Total income from all sources2010-12-31$165,490
Total plan assets at end of year2010-12-31$1,521,083
Total plan assets at beginning of year2010-12-31$1,355,593
Other income received2010-12-31$125,644
Net income (gross income less expenses)2010-12-31$165,490
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,521,083
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,355,593
Total contributions received or receivable from employer(s)2010-12-31$39,846

Form 5500 Responses for BAIRD SELF DIRECTED PROFIT SHARING PLAN FBO GARY S GREENBERG

2023: BAIRD SELF DIRECTED PROFIT SHARING PLAN FBO GARY S GREENBERG 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: BAIRD SELF DIRECTED PROFIT SHARING PLAN FBO GARY S GREENBERG 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BAIRD SELF DIRECTED PROFIT SHARING PLAN FBO GARY S GREENBERG 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BAIRD SELF DIRECTED PROFIT SHARING PLAN FBO GARY S GREENBERG 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BAIRD SELF DIRECTED PROFIT SHARING PLAN FBO GARY S GREENBERG 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BAIRD SELF DIRECTED PROFIT SHARING PLAN FBO GARY S GREENBERG 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BAIRD SELF DIRECTED PROFIT SHARING PLAN FBO GARY S GREENBERG 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BAIRD SELF DIRECTED PROFIT SHARING PLAN FBO GARY S GREENBERG 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BAIRD SELF DIRECTED PROFIT SHARING PLAN FBO GARY S GREENBERG 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BAIRD SELF DIRECTED PROFIT SHARING PLAN FBO GARY S GREENBERG 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BAIRD SELF DIRECTED PROFIT SHARING PLAN FBO GARY S GREENBERG 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BAIRD SELF DIRECTED PROFIT SHARING PLAN FBO GARY S GREENBERG 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BAIRD SELF DIRECTED PROFIT SHARING PLAN FBO GARY S GREENBERG 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: BAIRD SELF DIRECTED PROFIT SHARING PLAN FBO GARY S GREENBERG 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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