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THE GREELEY COMPANY, INC. 401(K) PLAN 401k Plan overview

Plan NameTHE GREELEY COMPANY, INC. 401(K) PLAN
Plan identification number 002

THE GREELEY COMPANY, INC. 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.

401k Sponsoring company profile

THE GREELEY COMPANY, LLC has sponsored the creation of one or more 401k plans.

Company Name:THE GREELEY COMPANY, LLC
Employer identification number (EIN):813453455
NAIC Classification:511190

Additional information about THE GREELEY COMPANY, LLC

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2017-07-17
Company Identification Number: 0802772656
Legal Registered Office Address: 220 W KINZIE ST STE 3A

CHICAGO
United States of America (USA)
60654

More information about THE GREELEY COMPANY, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE GREELEY COMPANY, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01MARK SOLITRO
0022016-01-01MARK SOLITRO

Plan Statistics for THE GREELEY COMPANY, INC. 401(K) PLAN

401k plan membership statisitcs for THE GREELEY COMPANY, INC. 401(K) PLAN

Measure Date Value
2020: THE GREELEY COMPANY, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01185
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE GREELEY COMPANY, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01224
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-015
Number of other retired or separated participants entitled to future benefits2019-01-01180
Total of all active and inactive participants2019-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01185
Number of participants with account balances2019-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0110
2018: THE GREELEY COMPANY, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01232
Total number of active participants reported on line 7a of the Form 55002018-01-01107
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-01113
Total of all active and inactive participants2018-01-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01224
Number of participants with account balances2018-01-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0123
2017: THE GREELEY COMPANY, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01161
Total number of active participants reported on line 7a of the Form 55002017-01-01120
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-01107
Total of all active and inactive participants2017-01-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01229
Number of participants with account balances2017-01-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0120
2016: THE GREELEY COMPANY, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01190
Total number of active participants reported on line 7a of the Form 55002016-01-0163
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0198
Total of all active and inactive participants2016-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01161
Number of participants with account balances2016-01-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-017

Financial Data on THE GREELEY COMPANY, INC. 401(K) PLAN

Measure Date Value
2020 : THE GREELEY COMPANY, INC. 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-09-23$339,277
Total of all expenses incurred2020-09-23$12,143,757
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-23$12,129,617
Value of total assets at end of year2020-09-23$0
Value of total assets at beginning of year2020-09-23$11,804,480
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-23$14,140
Total interest from all sources2020-09-23$3,128
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-23Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-09-23$0
Was this plan covered by a fidelity bond2020-09-23Yes
Value of fidelity bond cover2020-09-23$500,000
If this is an individual account plan, was there a blackout period2020-09-23No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-09-23$0
Were there any nonexempt tranactions with any party-in-interest2020-09-23No
Participant contributions at end of year2020-09-23$0
Participant contributions at beginning of year2020-09-23$82,965
Administrative expenses (other) incurred2020-09-23$14,140
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-23No
Value of net income/loss2020-09-23$-11,804,480
Value of net assets at end of year (total assets less liabilities)2020-09-23$0
Value of net assets at beginning of year (total assets less liabilities)2020-09-23$11,804,480
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-23No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-23No
Were any leases to which the plan was party in default or uncollectible2020-09-23No
Value of interest in pooled separate accounts at end of year2020-09-23$0
Value of interest in pooled separate accounts at beginning of year2020-09-23$11,105,959
Interest on participant loans2020-09-23$1,184
Interest earned on other investments2020-09-23$1,944
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-09-23$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-09-23$615,556
Net investment gain/loss from pooled separate accounts2020-09-23$336,149
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-23No
Was there a failure to transmit to the plan any participant contributions2020-09-23No
Has the plan failed to provide any benefit when due under the plan2020-09-23No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-23$12,129,617
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-09-23No
Did the plan have assets held for investment2020-09-23No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-23No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-23Yes
Opinion of an independent qualified public accountant for this plan2020-09-23Disclaimer
Accountancy firm name2020-09-23CARON & BLETZER, PLLC
Accountancy firm EIN2020-09-23043499945
2019 : THE GREELEY COMPANY, INC. 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$2,952,924
Total of all expenses incurred2019-12-31$1,428,665
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,416,527
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$741,833
Value of total assets at end of year2019-12-31$11,804,480
Value of total assets at beginning of year2019-12-31$10,280,221
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$12,138
Total interest from all sources2019-12-31$14,293
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$6,103
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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
Contributions received from participants2019-12-31$581,089
Participant contributions at end of year2019-12-31$82,965
Participant contributions at beginning of year2019-12-31$94,364
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,159
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Administrative expenses (other) incurred2019-12-31$6,035
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$1,524,259
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,804,480
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,280,221
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 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$11,105,959
Value of interest in pooled separate accounts at beginning of year2019-12-31$9,795,760
Interest on participant loans2019-12-31$4,382
Interest earned on other investments2019-12-31$9,911
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$615,556
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$390,097
Net investment gain/loss from pooled separate accounts2019-12-31$2,196,798
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 contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$159,585
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,416,527
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2019-12-31043499945
2018 : THE GREELEY COMPANY, INC. 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$916,401
Total of all expenses incurred2018-12-31$803,324
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$793,524
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,417,261
Value of total assets at end of year2018-12-31$10,280,221
Value of total assets at beginning of year2018-12-31$10,167,144
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$9,800
Total interest from all sources2018-12-31$6,915
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$7,250
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$713,867
Participant contributions at end of year2018-12-31$94,364
Participant contributions at beginning of year2018-12-31$33,649
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$490,357
Administrative expenses (other) incurred2018-12-31$2,550
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$113,077
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,280,221
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,167,144
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$9,795,760
Value of interest in pooled separate accounts at beginning of year2018-12-31$9,752,915
Interest on participant loans2018-12-31$2,113
Interest earned on other investments2018-12-31$4,802
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$390,097
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$369,589
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$764
Net investment gain/loss from pooled separate accounts2018-12-31$-507,775
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 contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$213,037
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$10,991
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$792,760
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2018-12-31043499945
2017 : THE GREELEY COMPANY, INC. 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$2,616,283
Total of all expenses incurred2017-12-31$524,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$514,572
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,085,515
Value of total assets at end of year2017-12-31$10,167,144
Value of total assets at beginning of year2017-12-31$8,075,550
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$10,117
Total interest from all sources2017-12-31$7,120
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$8,415
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$571,312
Participant contributions at end of year2017-12-31$33,649
Participant contributions at beginning of year2017-12-31$21,766
Participant contributions at beginning of year2017-12-31$5,327
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$332,556
Other income not declared elsewhere2017-12-31$462
Administrative expenses (other) incurred2017-12-31$1,702
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$2,091,594
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,167,144
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,075,550
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 pooled separate accounts at end of year2017-12-31$9,752,915
Value of interest in pooled separate accounts at beginning of year2017-12-31$7,537,343
Interest on participant loans2017-12-31$846
Interest earned on other investments2017-12-31$6,274
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$369,589
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$499,165
Net investment gain/loss from pooled separate accounts2017-12-31$1,523,186
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 contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$181,647
Employer contributions (assets) at end of year2017-12-31$10,991
Employer contributions (assets) at beginning of year2017-12-31$11,949
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$514,572
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2017-12-31043499945
2016 : THE GREELEY COMPANY, INC. 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,244,085
Total of all expenses incurred2016-12-31$1,050,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,043,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$735,863
Value of total assets at end of year2016-12-31$8,075,550
Value of total assets at beginning of year2016-12-31$7,882,446
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$7,527
Total interest from all sources2016-12-31$7,112
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$488,194
Participant contributions at end of year2016-12-31$21,766
Participant contributions at beginning of year2016-12-31$35,947
Participant contributions at end of year2016-12-31$5,327
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$110,809
Other income not declared elsewhere2016-12-31$3,913
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$193,104
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,075,550
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,882,446
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 pooled separate accounts at end of year2016-12-31$7,537,343
Value of interest in pooled separate accounts at beginning of year2016-12-31$7,346,467
Interest on participant loans2016-12-31$1,270
Interest earned on other investments2016-12-31$5,842
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$499,165
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$500,032
Net investment gain/loss from pooled separate accounts2016-12-31$497,197
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$136,860
Employer contributions (assets) at end of year2016-12-31$11,949
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,043,454
Contract administrator fees2016-12-31$7,527
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 name2016-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2016-12-31043499945

Form 5500 Responses for THE GREELEY COMPANY, INC. 401(K) PLAN

2020: THE GREELEY COMPANY, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingYes
2020-01-01This return/report is a short plan year return/report (less than 12 months)Yes
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 GREELEY COMPANY, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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 GREELEY COMPANY, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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 GREELEY COMPANY, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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 GREELEY COMPANY, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number996972
Policy instance 1
Insurance contract or identification number996972
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-09-23
Total amount of commissions paid to insurance brokerUSD $9,093
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,093
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number996972
Policy instance 1
Insurance contract or identification number996972
Number of Individuals Covered185
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $27,478
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,478
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number996972
Policy instance 1
Insurance contract or identification number996972
Number of Individuals Covered199
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $27,659
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,659
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number996972
Policy instance 1
Insurance contract or identification number996972
Number of Individuals Covered202
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $22,215
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,733
Insurance broker organization code?3
Insurance broker nameMICHAEL J KOTARSKI, WELLS FARGO ADV

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