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THE GREEN FAMILY 401(K) PLAN 401k Plan overview

Plan NameTHE GREEN FAMILY 401(K) PLAN
Plan identification number 001

THE GREEN FAMILY 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

GREEN LINCOLN, INC. has sponsored the creation of one or more 401k plans.

Company Name:GREEN LINCOLN, INC.
Employer identification number (EIN):760734137
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE GREEN FAMILY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01SARAH FISHER2023-10-12
0012021-01-01SARAH FISHER2022-10-14
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01TODD GREEN
0012016-01-01TODD GREEN
0012015-01-01TODD GREEN
0012014-01-01ALAN B SVEDLOW2015-06-26
0012013-01-01ALAN B SVEDLOW2014-07-11
0012012-01-01ALAN B. SVEDLOW2013-10-10
0012011-01-01ALAN B. SVEDLOW2012-10-10

Plan Statistics for THE GREEN FAMILY 401(K) PLAN

401k plan membership statisitcs for THE GREEN FAMILY 401(K) PLAN

Measure Date Value
2022: THE GREEN FAMILY 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01546
Total number of active participants reported on line 7a of the Form 55002022-01-01456
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0144
Total of all active and inactive participants2022-01-01500
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01500
Number of participants with account balances2022-01-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0116
2021: THE GREEN FAMILY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01532
Total number of active participants reported on line 7a of the Form 55002021-01-01420
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-0141
Total of all active and inactive participants2021-01-01464
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01464
Number of participants with account balances2021-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0119
2020: THE GREEN FAMILY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01434
Total number of active participants reported on line 7a of the Form 55002020-01-01321
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0132
Total of all active and inactive participants2020-01-01353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01353
Number of participants with account balances2020-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-019
2019: THE GREEN FAMILY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01458
Total number of active participants reported on line 7a of the Form 55002019-01-01324
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0163
Total of all active and inactive participants2019-01-01387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01387
Number of participants with account balances2019-01-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-017
2018: THE GREEN FAMILY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01435
Total number of active participants reported on line 7a of the Form 55002018-01-01410
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0123
Total of all active and inactive participants2018-01-01433
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01433
Number of participants with account balances2018-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: THE GREEN FAMILY 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01421
Total number of active participants reported on line 7a of the Form 55002017-01-01355
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0119
Total of all active and inactive participants2017-01-01374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01374
Number of participants with account balances2017-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-015
2016: THE GREEN FAMILY 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01391
Total number of active participants reported on line 7a of the Form 55002016-01-01363
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0115
Total of all active and inactive participants2016-01-01378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01378
Number of participants with account balances2016-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-017
2015: THE GREEN FAMILY 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01410
Total number of active participants reported on line 7a of the Form 55002015-01-01332
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0118
Total of all active and inactive participants2015-01-01350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01350
Number of participants with account balances2015-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0110

Financial Data on THE GREEN FAMILY 401(K) PLAN

Measure Date Value
2022 : THE GREEN FAMILY 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$95,661
Total income from all sources (including contributions)2022-12-31$-502,011
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$870,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$818,742
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,174,728
Value of total assets at end of year2022-12-31$8,360,088
Value of total assets at beginning of year2022-12-31$9,828,471
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$51,969
Total interest from all sources2022-12-31$6,355
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$179,497
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$179,497
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$924,599
Participant contributions at end of year2022-12-31$102,810
Participant contributions at beginning of year2022-12-31$137,140
Participant contributions at end of year2022-12-31$11,049
Participant contributions at beginning of year2022-12-31$36,261
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$19,072
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$95,661
Other income not declared elsewhere2022-12-31$24,301
Total non interest bearing cash at end of year2022-12-31$23,194
Total non interest bearing cash at beginning of year2022-12-31$10,337
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,372,722
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,360,088
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$9,732,810
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$25,592
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$8,116,417
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$9,318,382
Interest on participant loans2022-12-31$5,650
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$104,023
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$317,948
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$317,948
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$705
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,886,892
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$231,057
Employer contributions (assets) at end of year2022-12-31$2,595
Employer contributions (assets) at beginning of year2022-12-31$8,403
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$818,742
Contract administrator fees2022-12-31$26,377
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SIKICH LLP
Accountancy firm EIN2022-12-31363168081
2021 : THE GREEN FAMILY 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$2,730,773
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$95,661
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$89,090
Total income from all sources (including contributions)2021-12-31$2,222,162
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,962,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,794,874
Value of total corrective distributions2021-12-31$95,661
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,080,278
Value of total assets at end of year2021-12-31$9,828,471
Value of total assets at beginning of year2021-12-31$6,831,023
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$71,523
Total interest from all sources2021-12-31$3,814
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$292,026
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$292,026
Administrative expenses professional fees incurred2021-12-31$24,200
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$400,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$869,105
Participant contributions at end of year2021-12-31$137,140
Participant contributions at beginning of year2021-12-31$73,248
Participant contributions at end of year2021-12-31$36,261
Participant contributions at beginning of year2021-12-31$36,261
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$95,661
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$89,090
Total non interest bearing cash at end of year2021-12-31$10,337
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$260,104
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,732,810
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,741,933
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$28,187
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$9,318,382
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$0
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$6,590,944
Interest on participant loans2021-12-31$3,674
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$317,948
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$140
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$122,167
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$846,044
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$211,173
Employer contributions (assets) at end of year2021-12-31$8,403
Employer contributions (assets) at beginning of year2021-12-31$8,403
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,794,874
Contract administrator fees2021-12-31$19,136
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SIKICH LLP
Accountancy firm EIN2021-12-31363168081
2020 : THE GREEN FAMILY 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$89,090
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$110,926
Total income from all sources (including contributions)2020-12-31$1,248,366
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$909,414
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$877,996
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$493,263
Value of total assets at end of year2020-12-31$6,831,023
Value of total assets at beginning of year2020-12-31$6,513,907
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$31,418
Total interest from all sources2020-12-31$5,880
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$394,511
Participant contributions at end of year2020-12-31$73,248
Participant contributions at beginning of year2020-12-31$83,580
Participant contributions at end of year2020-12-31$36,261
Participant contributions at beginning of year2020-12-31$35,935
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$5,322
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$89,090
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$110,926
Other income not declared elsewhere2020-12-31$15,572
Administrative expenses (other) incurred2020-12-31$31,418
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$338,952
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,741,933
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,402,981
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$6,590,944
Value of interest in pooled separate accounts at beginning of year2020-12-31$6,288,142
Interest on participant loans2020-12-31$4,511
Interest earned on other investments2020-12-31$1,369
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$122,167
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$97,978
Net investment gain/loss from pooled separate accounts2020-12-31$733,651
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$93,430
Employer contributions (assets) at end of year2020-12-31$8,403
Employer contributions (assets) at beginning of year2020-12-31$8,272
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$877,996
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31SIKICH LLP
Accountancy firm EIN2020-12-31363168081
2019 : THE GREEN FAMILY 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$110,926
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$110,926
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$22,477
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$22,477
Total income from all sources (including contributions)2019-12-31$1,700,648
Total income from all sources (including contributions)2019-12-31$1,700,648
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$742,341
Total of all expenses incurred2019-12-31$742,341
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$711,509
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$711,509
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$527,296
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$527,296
Value of total assets at end of year2019-12-31$6,513,907
Value of total assets at end of year2019-12-31$6,513,907
Value of total assets at beginning of year2019-12-31$5,467,151
Value of total assets at beginning of year2019-12-31$5,467,151
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$30,832
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$30,832
Total interest from all sources2019-12-31$6,567
Total interest from all sources2019-12-31$6,567
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$426,172
Contributions received from participants2019-12-31$426,172
Participant contributions at end of year2019-12-31$83,580
Participant contributions at end of year2019-12-31$83,580
Participant contributions at beginning of year2019-12-31$121,152
Participant contributions at beginning of year2019-12-31$121,152
Participant contributions at end of year2019-12-31$35,935
Participant contributions at end of year2019-12-31$35,935
Participant contributions at beginning of year2019-12-31$3,003
Participant contributions at beginning of year2019-12-31$3,003
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$110,926
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$110,926
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$22,477
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$22,477
Other income not declared elsewhere2019-12-31$17,598
Other income not declared elsewhere2019-12-31$17,598
Administrative expenses (other) incurred2019-12-31$30,832
Administrative expenses (other) incurred2019-12-31$30,832
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$958,307
Value of net income/loss2019-12-31$958,307
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,402,981
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,402,981
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,444,674
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,444,674
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$6,288,142
Value of interest in pooled separate accounts at end of year2019-12-31$6,288,142
Value of interest in pooled separate accounts at beginning of year2019-12-31$5,231,301
Value of interest in pooled separate accounts at beginning of year2019-12-31$5,231,301
Interest on participant loans2019-12-31$5,643
Interest on participant loans2019-12-31$5,643
Interest earned on other investments2019-12-31$924
Interest earned on other investments2019-12-31$924
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$97,978
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$97,978
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$110,412
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$110,412
Net investment gain/loss from pooled separate accounts2019-12-31$1,149,187
Net investment gain/loss from pooled separate accounts2019-12-31$1,149,187
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$101,124
Contributions received in cash from employer2019-12-31$101,124
Employer contributions (assets) at end of year2019-12-31$8,272
Employer contributions (assets) at end of year2019-12-31$8,272
Employer contributions (assets) at beginning of year2019-12-31$1,283
Employer contributions (assets) at beginning of year2019-12-31$1,283
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$711,509
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$711,509
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SIKICH LLP
Accountancy firm name2019-12-31SIKICH LLP
Accountancy firm EIN2019-12-31363168081
Accountancy firm EIN2019-12-31363168081
2018 : THE GREEN FAMILY 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$22,477
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$47,738
Total income from all sources (including contributions)2018-12-31$342,028
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$837,413
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$783,611
Value of total corrective distributions2018-12-31$22,477
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$671,379
Value of total assets at end of year2018-12-31$5,467,151
Value of total assets at beginning of year2018-12-31$5,987,797
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$31,325
Total interest from all sources2018-12-31$6,641
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$540,643
Participant contributions at end of year2018-12-31$121,152
Participant contributions at beginning of year2018-12-31$86,193
Participant contributions at end of year2018-12-31$3,003
Participant contributions at beginning of year2018-12-31$1,093
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$22,477
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$47,738
Other income not declared elsewhere2018-12-31$16,761
Administrative expenses (other) incurred2018-12-31$31,325
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-495,385
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,444,674
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,940,059
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$5,231,301
Value of interest in pooled separate accounts at beginning of year2018-12-31$5,597,328
Interest on participant loans2018-12-31$5,307
Interest earned on other investments2018-12-31$1,334
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$110,412
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$302,342
Net investment gain/loss from pooled separate accounts2018-12-31$-352,753
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$130,736
Employer contributions (assets) at end of year2018-12-31$1,283
Employer contributions (assets) at beginning of year2018-12-31$841
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$783,611
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SIKICH LLP
Accountancy firm EIN2018-12-31363168081
2017 : THE GREEN FAMILY 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$47,738
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$49,200
Total income from all sources (including contributions)2017-12-31$1,498,077
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$214,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$142,866
Value of total corrective distributions2017-12-31$47,738
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$672,317
Value of total assets at end of year2017-12-31$5,987,797
Value of total assets at beginning of year2017-12-31$4,705,536
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$23,750
Total interest from all sources2017-12-31$5,994
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$539,248
Participant contributions at end of year2017-12-31$86,193
Participant contributions at beginning of year2017-12-31$59,911
Participant contributions at end of year2017-12-31$1,093
Participant contributions at beginning of year2017-12-31$8,432
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$47,738
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$49,200
Administrative expenses (other) incurred2017-12-31$23,750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,283,723
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,940,059
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,656,336
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$0
Value of interest in pooled separate accounts at end of year2017-12-31$5,597,328
Value of interest in pooled separate accounts at beginning of year2017-12-31$4,389,515
Interest on participant loans2017-12-31$4,355
Interest earned on other investments2017-12-31$1,639
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$302,342
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$245,940
Net investment gain/loss from pooled separate accounts2017-12-31$819,766
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$133,069
Employer contributions (assets) at end of year2017-12-31$841
Employer contributions (assets) at beginning of year2017-12-31$1,738
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$142,866
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SIKICH LLP
Accountancy firm EIN2017-12-31363168081
2016 : THE GREEN FAMILY 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$49,200
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$51,560
Total income from all sources (including contributions)2016-12-31$1,068,229
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$622,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$552,669
Value of total corrective distributions2016-12-31$52,775
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$754,249
Value of total assets at end of year2016-12-31$4,705,536
Value of total assets at beginning of year2016-12-31$4,262,406
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$17,295
Total interest from all sources2016-12-31$4,834
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$464,593
Participant contributions at end of year2016-12-31$59,911
Participant contributions at beginning of year2016-12-31$73,795
Participant contributions at end of year2016-12-31$8,432
Participant contributions at beginning of year2016-12-31$11,085
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$162,149
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$49,200
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$51,560
Administrative expenses (other) incurred2016-12-31$17,295
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$445,490
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,656,336
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,210,846
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$0
Value of interest in pooled separate accounts at end of year2016-12-31$4,389,515
Value of interest in pooled separate accounts at beginning of year2016-12-31$4,091,649
Interest on participant loans2016-12-31$3,507
Interest earned on other investments2016-12-31$1,327
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$245,940
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$81,317
Net investment gain/loss from pooled separate accounts2016-12-31$309,146
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$127,507
Employer contributions (assets) at end of year2016-12-31$1,738
Employer contributions (assets) at beginning of year2016-12-31$4,560
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$552,669
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SIKICH LLP
Accountancy firm EIN2016-12-31363168081
2015 : THE GREEN FAMILY 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$2,940,126
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$51,560
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$7,912
Total income from all sources (including contributions)2015-12-31$562,826
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$480,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$461,297
Expenses. Certain deemed distributions of participant loans2015-12-31$3,000
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$579,516
Value of total assets at end of year2015-12-31$4,262,406
Value of total assets at beginning of year2015-12-31$1,196,409
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$16,306
Total interest from all sources2015-12-31$2,509
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$400,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$432,681
Participant contributions at end of year2015-12-31$73,795
Participant contributions at beginning of year2015-12-31$11,432
Participant contributions at end of year2015-12-31$11,085
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$22,277
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$51,560
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$7,912
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$16,306
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$82,223
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,210,846
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,188,497
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,184,977
Value of interest in pooled separate accounts at end of year2015-12-31$4,091,649
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$1,978
Interest earned on other investments2015-12-31$531
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$81,317
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$-19,199
Net investment gain or loss from common/collective trusts2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$124,558
Employer contributions (assets) at end of year2015-12-31$4,560
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$461,297
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SIKICH LLP
Accountancy firm EIN2015-12-31361368081
2010 : THE GREEN FAMILY 401(K) PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$215,713
Expenses. Total of all expenses incurred2010-12-31$24,289
Benefits paid (including direct rollovers)2010-12-31$21,228
Total plan assets at end of year2010-12-31$1,105,444
Total plan assets at beginning of year2010-12-31$914,020
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$81,948
Expenses. Other expenses not covered elsewhere2010-12-31$3,061
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$108,145
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$191,424
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,105,444
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$914,020
Assets. Value of participant loans2010-12-31$41,214
Total contributions received or receivable from employer(s)2010-12-31$25,620
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0

Form 5500 Responses for THE GREEN FAMILY 401(K) PLAN

2022: THE GREEN FAMILY 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE GREEN FAMILY 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE GREEN FAMILY 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE GREEN FAMILY 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE GREEN FAMILY 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE GREEN FAMILY 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE GREEN FAMILY 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE GREEN FAMILY 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number805661
Policy instance 1
Insurance contract or identification number805661
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $264
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees264
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number805661
Policy instance 1
Insurance contract or identification number805661
Number of Individuals Covered117
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,959
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2959
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number805661
Policy instance 1
Insurance contract or identification number805661
Number of Individuals Covered158
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,304
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees3304
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number805661
Policy instance 1
Insurance contract or identification number805661
Number of Individuals Covered131
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,890
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2890
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number805661
Policy instance 1
Insurance contract or identification number805661
Number of Individuals Covered129
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,618
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2618
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
Insurance broker nameBENEFIT PLANNING CONSULTANTS INC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number805661
Policy instance 1
Insurance contract or identification number805661
Number of Individuals Covered120
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $6,198
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees6198
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
Insurance broker nameBENEFIT PLANNING CONSULTANTS INC

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