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GREEN BAY APPRAISAL, LLC 401(K) PLAN 401k Plan overview

Plan NameGREEN BAY APPRAISAL, LLC 401(K) PLAN
Plan identification number 001

GREEN BAY APPRAISAL, LLC 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.
  • Plan covering Self-Employed individuals.
  • 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

GREEN BAY APPRAISAL, LLC has sponsored the creation of one or more 401k plans.

Company Name:GREEN BAY APPRAISAL, LLC
Employer identification number (EIN):208952547
NAIC Classification:531320
NAIC Description:Offices of Real Estate Appraisers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GREEN BAY APPRAISAL, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01
0012023-01-01
0012022-01-01SHIRLEY HERBER2023-04-27
0012021-01-01SHIRLEY HERBER2022-07-21
0012020-01-01SHIRLEY HERBER2021-06-04
0012019-01-01SHIRLEY HERBER2020-07-23
0012018-01-01SHIRLEY HERBER2019-07-25
0012017-01-01SHIRLEY HERBER2018-04-04
0012016-01-01SHIRLEY HERBER2017-06-30
0012015-01-01
0012014-01-01SHIRLEY HERBER2015-09-24
0012013-01-01SHIRLEY HERBER2014-07-16

Financial Data on GREEN BAY APPRAISAL, LLC 401(K) PLAN

Measure Date Value
2024 : GREEN BAY APPRAISAL, LLC 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-11-060
Total liabilities as of the end of the plan year2024-11-060
Total liabilities as of the beginning of the plan year2024-11-060
Total expenses incurred by plan in this plan year2024-11-06195104
Net assets as of the end of the plan year2024-11-060
Total assets as of the beginning of the plan year2024-11-06197250
Value of plan covered by a fidelity bond2024-11-0610000
Participant contributions to plan in this plan year2024-11-060
Other expenses paid from plan in this plan year2024-11-060
Other contributions to plan in this plan year2024-11-060
Other income to plan in this plan year2024-11-06-2146
Plan net income in this plan year2024-11-06-197250
Net assets as of the end of the plan year2024-11-060
Net assets as of the beginning of the plan year2024-11-06197250
Employer contributions to plan in this plan year2024-11-060
Expensese paid to adminstrative service provicers from plan in this plan year2024-11-06555
Total transfers to/from plan in this plan year2024-10-090
Total liabilities as of the end of the plan year2024-10-090
Total liabilities as of the beginning of the plan year2024-10-090
Total expenses incurred by plan in this plan year2024-10-0950
Net assets as of the end of the plan year2024-10-09197250
Total assets as of the beginning of the plan year2024-10-09165110
Value of plan covered by a fidelity bond2024-10-0910000
Participant contributions to plan in this plan year2024-10-091305
Other expenses paid from plan in this plan year2024-10-090
Other contributions to plan in this plan year2024-10-090
Other income to plan in this plan year2024-10-0930885
Plan net income in this plan year2024-10-0932140
Net assets as of the end of the plan year2024-10-09197250
Net assets as of the beginning of the plan year2024-10-09165110
Employer contributions to plan in this plan year2024-10-090
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-0950

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