Logo

GREENBERG & COMPANY 401(K) PLAN 401k Plan overview

Plan NameGREENBERG & COMPANY 401(K) PLAN
Plan identification number 002

GREENBERG & COMPANY 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:GREENBERG & COMPANY
Employer identification number (EIN):522136819
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Additional information about GREENBERG & COMPANY

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1986-12-10
Company Identification Number: 0101979500
Legal Registered Office Address: 5959 RICHMOND AVE STE 440

HOUSTON
United States of America (USA)
77057

More information about GREENBERG & COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GREENBERG & COMPANY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01IRA GREENBERG2020-10-09
0022018-01-01IRA GREENBERG2019-07-26
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01IRA GREENBERG
0022013-01-01IRA GREENBERG

Plan Statistics for GREENBERG & COMPANY 401(K) PLAN

401k plan membership statisitcs for GREENBERG & COMPANY 401(K) PLAN

Measure Date Value
2019: GREENBERG & COMPANY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012
Total number of active participants reported on line 7a of the Form 55002019-01-012
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 participants2019-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012
Number of participants with account balances2019-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: GREENBERG & COMPANY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-012
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 participants2018-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012
Number of participants with account balances2018-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: GREENBERG & COMPANY 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-012
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 participants2017-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012
Number of participants with account balances2017-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: GREENBERG & COMPANY 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-012
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 participants2016-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012
Number of participants with account balances2016-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: GREENBERG & COMPANY 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
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 participants2015-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012
Number of participants with account balances2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: GREENBERG & COMPANY 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012
Number of participants with account balances2014-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: GREENBERG & COMPANY 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012
Number of participants with account balances2013-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010

Financial Data on GREENBERG & COMPANY 401(K) PLAN

Measure Date Value
2019 : GREENBERG & COMPANY 401(K) PLAN 2019 401k financial data
Total income from all sources2019-12-31$161,468
Expenses. Total of all expenses incurred2019-12-31$32,000
Benefits paid (including direct rollovers)2019-12-31$32,000
Total plan assets at end of year2019-12-31$955,095
Total plan assets at beginning of year2019-12-31$825,627
Value of fidelity bond covering the plan2019-12-31$150,000
Total contributions received or receivable from participants2019-12-31$36,800
Other income received2019-12-31$121,527
Net income (gross income less expenses)2019-12-31$129,468
Net plan assets at end of year (total assets less liabilities)2019-12-31$955,095
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$825,627
Total contributions received or receivable from employer(s)2019-12-31$3,141
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : GREENBERG & COMPANY 401(K) PLAN 2018 401k financial data
Total income from all sources2018-12-31$52,002
Expenses. Total of all expenses incurred2018-12-31$30,000
Benefits paid (including direct rollovers)2018-12-31$30,000
Total plan assets at end of year2018-12-31$825,627
Total plan assets at beginning of year2018-12-31$803,625
Value of fidelity bond covering the plan2018-12-31$150,000
Total contributions received or receivable from participants2018-12-31$31,700
Other income received2018-12-31$17,160
Net income (gross income less expenses)2018-12-31$22,002
Net plan assets at end of year (total assets less liabilities)2018-12-31$825,627
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$803,625
Total contributions received or receivable from employer(s)2018-12-31$3,142
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : GREENBERG & COMPANY 401(K) PLAN 2017 401k financial data
Total income from all sources2017-12-31$28,092
Expenses. Total of all expenses incurred2017-12-31$28,890
Benefits paid (including direct rollovers)2017-12-31$28,890
Total plan assets at end of year2017-12-31$803,625
Total plan assets at beginning of year2017-12-31$804,423
Value of fidelity bond covering the plan2017-12-31$150,000
Total contributions received or receivable from participants2017-12-31$31,200
Other income received2017-12-31$-6,110
Net income (gross income less expenses)2017-12-31$-798
Net plan assets at end of year (total assets less liabilities)2017-12-31$803,625
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$804,423
Total contributions received or receivable from employer(s)2017-12-31$3,002
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : GREENBERG & COMPANY 401(K) PLAN 2016 401k financial data
Total income from all sources2016-12-31$82,132
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$804,423
Total plan assets at beginning of year2016-12-31$722,291
Value of fidelity bond covering the plan2016-12-31$150,000
Total contributions received or receivable from participants2016-12-31$30,000
Other income received2016-12-31$48,918
Net income (gross income less expenses)2016-12-31$82,132
Net plan assets at end of year (total assets less liabilities)2016-12-31$804,423
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$722,291
Total contributions received or receivable from employer(s)2016-12-31$3,214
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : GREENBERG & COMPANY 401(K) PLAN 2015 401k financial data
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$84,203
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$722,291
Total plan assets at beginning of year2015-12-31$638,088
Value of fidelity bond covering the plan2015-12-31$150,000
Total contributions received or receivable from participants2015-12-31$30,000
Other income received2015-12-31$51,176
Net income (gross income less expenses)2015-12-31$84,203
Net plan assets at end of year (total assets less liabilities)2015-12-31$722,291
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$638,088
Total contributions received or receivable from employer(s)2015-12-31$3,027
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : GREENBERG & COMPANY 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$99,905
Expenses. Total of all expenses incurred2014-12-31$0
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$638,088
Total plan assets at beginning of year2014-12-31$538,183
Value of fidelity bond covering the plan2014-12-31$150,000
Total contributions received or receivable from participants2014-12-31$29,000
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$68,002
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$99,905
Net plan assets at end of year (total assets less liabilities)2014-12-31$638,088
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$538,183
Total contributions received or receivable from employer(s)2014-12-31$2,903
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : GREENBERG & COMPANY 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$538,183
Expenses. Total of all expenses incurred2013-12-31$0
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$538,183
Total plan assets at beginning of year2013-12-31$0
Value of fidelity bond covering the plan2013-12-31$150,000
Total contributions received or receivable from participants2013-12-31$29,000
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$437,116
Other income received2013-12-31$69,420
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$538,183
Net plan assets at end of year (total assets less liabilities)2013-12-31$538,183
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$2,647
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0

Form 5500 Responses for GREENBERG & COMPANY 401(K) PLAN

2019: GREENBERG & COMPANY 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: GREENBERG & COMPANY 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: GREENBERG & COMPANY 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: GREENBERG & COMPANY 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: GREENBERG & COMPANY 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: GREENBERG & COMPANY 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: GREENBERG & COMPANY 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01First time form 5500 has been submittedYes
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1