401k Plan data: PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN AND TRUST OF GREENE & MARKLEY, P.C. plan

PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN AND TRUST OF GREENE & MARKLEY, P.C. 401k Plan overview

Plan Name	PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN AND TRUST OF GREENE & MARKLEY, P.C.
Plan identification number	002

PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN AND TRUST OF GREENE & MARKLEY, P.C. Benefits

401k Plan Type

Defined 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.

401k Sponsoring company profile

GREENE & MARKLEY, P.C. has sponsored the creation of one or more 401k plans.

Company Name: GREENE & MARKLEY, P.C.

Employer identification number (EIN): 930841085

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN AND TRUST OF GREENE & MARKLEY, P.C.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2018-01-01 WARD GREENE
002 2017-01-01 WARD GREENE
002 2016-01-01 WARD GREENE
002 2015-01-01 WARD GREENE
002 2014-01-01 WARD GREENE
002 2013-01-01 WARD GREENE
002 2012-01-01 WARD GREENE
002 2011-01-01 WARD GREENE
002 2010-01-01 S. WARD GREENE 2011-09-01
002 2009-01-01 S. WARD GREENE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2018-01-01	WARD GREENE
002	2017-01-01	WARD GREENE
002	2016-01-01	WARD GREENE
002	2015-01-01	WARD GREENE
002	2014-01-01	WARD GREENE
002	2013-01-01	WARD GREENE
002	2012-01-01	WARD GREENE
002	2011-01-01	WARD GREENE
002	2010-01-01	S. WARD GREENE	2011-09-01
002	2009-01-01	S. WARD GREENE

Plan Statistics for PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN AND TRUST OF GREENE & MARKLEY, P.C.

401k plan membership statisitcs for PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN AND TRUST OF GREENE & MARKLEY, P.C.

Measure Date Value
2018: PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN AND TRUST OF GREENE & MARKLEY, P.C. 2018 401k membership
Total participants, beginning-of-year 2018-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 0
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 0
Number of participants with account balances 2018-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN AND TRUST OF GREENE & MARKLEY, P.C. 2017 401k membership
Total participants, beginning-of-year 2017-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 32
Total of all active and inactive participants 2017-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 32
Number of participants with account balances 2017-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 2
2016: PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN AND TRUST OF GREENE & MARKLEY, P.C. 2016 401k membership
Total participants, beginning-of-year 2016-01-01 43
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 23
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 16
Total of all active and inactive participants 2016-01-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 40
Number of participants with account balances 2016-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN AND TRUST OF GREENE & MARKLEY, P.C. 2015 401k membership
Total participants, beginning-of-year 2015-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 27
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 16
Total of all active and inactive participants 2015-01-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 43
Number of participants with account balances 2015-01-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN AND TRUST OF GREENE & MARKLEY, P.C. 2014 401k membership
Total participants, beginning-of-year 2014-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 28
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 18
Total of all active and inactive participants 2014-01-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 46
Number of participants with account balances 2014-01-01 44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN AND TRUST OF GREENE & MARKLEY, P.C. 2013 401k membership
Total participants, beginning-of-year 2013-01-01 48
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 30
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 15
Total of all active and inactive participants 2013-01-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 45
Number of participants with account balances 2013-01-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN AND TRUST OF GREENE & MARKLEY, P.C. 2012 401k membership
Total participants, beginning-of-year 2012-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 37
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 11
Total of all active and inactive participants 2012-01-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 48
Number of participants with account balances 2012-01-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN AND TRUST OF GREENE & MARKLEY, P.C. 2011 401k membership
Total participants, beginning-of-year 2011-01-01 44
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 36
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 9
Total of all active and inactive participants 2011-01-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 45
Number of participants with account balances 2011-01-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 4
2009: PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN AND TRUST OF GREENE & MARKLEY, P.C. 2009 401k membership
Total participants, beginning-of-year 2009-01-01 48
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 38
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 12
Total of all active and inactive participants 2009-01-01 50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 50
Number of participants with account balances 2009-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 3

Measure	Date	Value
2018: PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN AND TRUST OF GREENE & MARKLEY, P.C. 2018 401k membership
Total participants, beginning-of-year	2018-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	0
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	0
Number of participants with account balances	2018-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN AND TRUST OF GREENE & MARKLEY, P.C. 2017 401k membership
Total participants, beginning-of-year	2017-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	32
Total of all active and inactive participants	2017-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	32
Number of participants with account balances	2017-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	2
2016: PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN AND TRUST OF GREENE & MARKLEY, P.C. 2016 401k membership
Total participants, beginning-of-year	2016-01-01	43
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	23
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	16
Total of all active and inactive participants	2016-01-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	40
Number of participants with account balances	2016-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN AND TRUST OF GREENE & MARKLEY, P.C. 2015 401k membership
Total participants, beginning-of-year	2015-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	27
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	16
Total of all active and inactive participants	2015-01-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	43
Number of participants with account balances	2015-01-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN AND TRUST OF GREENE & MARKLEY, P.C. 2014 401k membership
Total participants, beginning-of-year	2014-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	28
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	18
Total of all active and inactive participants	2014-01-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	46
Number of participants with account balances	2014-01-01	44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN AND TRUST OF GREENE & MARKLEY, P.C. 2013 401k membership
Total participants, beginning-of-year	2013-01-01	48
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	30
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	15
Total of all active and inactive participants	2013-01-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	45
Number of participants with account balances	2013-01-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN AND TRUST OF GREENE & MARKLEY, P.C. 2012 401k membership
Total participants, beginning-of-year	2012-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	37
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	11
Total of all active and inactive participants	2012-01-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	48
Number of participants with account balances	2012-01-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN AND TRUST OF GREENE & MARKLEY, P.C. 2011 401k membership
Total participants, beginning-of-year	2011-01-01	44
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	36
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	9
Total of all active and inactive participants	2011-01-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	45
Number of participants with account balances	2011-01-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	4
2009: PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN AND TRUST OF GREENE & MARKLEY, P.C. 2009 401k membership
Total participants, beginning-of-year	2009-01-01	48
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	38
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	12
Total of all active and inactive participants	2009-01-01	50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	50
Number of participants with account balances	2009-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	3

Financial Data on PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN AND TRUST OF GREENE & MARKLEY, P.C.

Measure	Date	Value
2018 : PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN AND TRUST OF GREENE & MARKLEY, P.C. 2018 401k financial data
Total income from all sources	2018-02-28	$634,914
Expenses. Total of all expenses incurred	2018-02-28	$14,596,113
Benefits paid (including direct rollovers)	2018-02-28	$14,596,113
Total plan assets at end of year	2018-02-28	$0
Total plan assets at beginning of year	2018-02-28	$13,961,199
Value of fidelity bond covering the plan	2018-02-28	$1,000,000
Other income received	2018-02-28	$634,914
Net income (gross income less expenses)	2018-02-28	$-13,961,199
Net plan assets at end of year (total assets less liabilities)	2018-02-28	$0
Net plan assets at beginning of year (total assets less liabilities)	2018-02-28	$13,961,199
Assets. Value of participant loans	2018-02-28	$0
Assets. Value of assets in partnership/joint-venture interests	2018-02-28	$0
2017 : PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN AND TRUST OF GREENE & MARKLEY, P.C. 2017 401k financial data
Total income from all sources	2017-12-31	$1,956,144
Expenses. Total of all expenses incurred	2017-12-31	$3,066,895
Benefits paid (including direct rollovers)	2017-12-31	$3,066,895
Total plan assets at end of year	2017-12-31	$13,961,199
Total plan assets at beginning of year	2017-12-31	$15,071,950
Value of fidelity bond covering the plan	2017-12-31	$1,000,000
Total contributions received or receivable from participants	2017-12-31	$1,394
Other income received	2017-12-31	$1,949,062
Net income (gross income less expenses)	2017-12-31	$-1,110,751
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$13,961,199
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$15,071,950
Assets. Value of participant loans	2017-12-31	$20,322
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$328,624
Total contributions received or receivable from employer(s)	2017-12-31	$5,688
2016 : PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN AND TRUST OF GREENE & MARKLEY, P.C. 2016 401k financial data
Total income from all sources	2016-12-31	$1,434,033
Expenses. Total of all expenses incurred	2016-12-31	$967,950
Benefits paid (including direct rollovers)	2016-12-31	$967,950
Total plan assets at end of year	2016-12-31	$15,071,950
Total plan assets at beginning of year	2016-12-31	$14,605,867
Value of fidelity bond covering the plan	2016-12-31	$1,000,000
Total contributions received or receivable from participants	2016-12-31	$192,989
Other income received	2016-12-31	$1,124,164
Net income (gross income less expenses)	2016-12-31	$466,083
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$15,071,950
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$14,605,867
Assets. Value of participant loans	2016-12-31	$141,806
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$328,624
Total contributions received or receivable from employer(s)	2016-12-31	$116,880
2015 : PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN AND TRUST OF GREENE & MARKLEY, P.C. 2015 401k financial data
Total income from all sources	2015-12-31	$301,252
Expenses. Total of all expenses incurred	2015-12-31	$264,911
Benefits paid (including direct rollovers)	2015-12-31	$264,911
Total plan assets at end of year	2015-12-31	$14,605,867
Total plan assets at beginning of year	2015-12-31	$14,569,526
Value of fidelity bond covering the plan	2015-12-31	$1,000,000
Total contributions received or receivable from participants	2015-12-31	$230,096
Other income received	2015-12-31	$-66,579
Net income (gross income less expenses)	2015-12-31	$36,341
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$14,605,867
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$14,569,526
Assets. Value of participant loans	2015-12-31	$177,239
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$328,624
Total contributions received or receivable from employer(s)	2015-12-31	$137,735
2014 : PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN AND TRUST OF GREENE & MARKLEY, P.C. 2014 401k financial data
Total income from all sources	2014-12-31	$1,566,704
Expenses. Total of all expenses incurred	2014-12-31	$389,590
Benefits paid (including direct rollovers)	2014-12-31	$389,590
Total plan assets at end of year	2014-12-31	$14,569,526
Total plan assets at beginning of year	2014-12-31	$13,392,412
Value of fidelity bond covering the plan	2014-12-31	$750,000
Total contributions received or receivable from participants	2014-12-31	$239,477
Other income received	2014-12-31	$1,043,512
Net income (gross income less expenses)	2014-12-31	$1,177,114
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$14,569,526
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$13,392,412
Assets. Value of participant loans	2014-12-31	$165,285
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$218,624
Total contributions received or receivable from employer(s)	2014-12-31	$283,715
2013 : PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN AND TRUST OF GREENE & MARKLEY, P.C. 2013 401k financial data
Total income from all sources	2013-12-31	$2,486,886
Expenses. Total of all expenses incurred	2013-12-31	$962,443
Benefits paid (including direct rollovers)	2013-12-31	$962,443
Total plan assets at end of year	2013-12-31	$13,392,412
Total plan assets at beginning of year	2013-12-31	$11,867,969
Value of fidelity bond covering the plan	2013-12-31	$750,000
Total contributions received or receivable from participants	2013-12-31	$233,477
Other income received	2013-12-31	$1,987,687
Net income (gross income less expenses)	2013-12-31	$1,524,443
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$13,392,412
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$11,867,969
Assets. Value of participant loans	2013-12-31	$240,366
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$208,624
Total contributions received or receivable from employer(s)	2013-12-31	$265,722
2012 : PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN AND TRUST OF GREENE & MARKLEY, P.C. 2012 401k financial data
Total income from all sources	2012-12-31	$1,832,986
Expenses. Total of all expenses incurred	2012-12-31	$75,823
Benefits paid (including direct rollovers)	2012-12-31	$75,823
Total plan assets at end of year	2012-12-31	$11,867,969
Total plan assets at beginning of year	2012-12-31	$10,110,806
Value of fidelity bond covering the plan	2012-12-31	$750,000
Total contributions received or receivable from participants	2012-12-31	$245,120
Contributions received from other sources (not participants or employers)	2012-12-31	$14,948
Other income received	2012-12-31	$1,286,521
Net income (gross income less expenses)	2012-12-31	$1,757,163
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$11,867,969
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$10,110,806
Assets. Value of participant loans	2012-12-31	$200,120
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$218,624
Total contributions received or receivable from employer(s)	2012-12-31	$286,397
2011 : PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN AND TRUST OF GREENE & MARKLEY, P.C. 2011 401k financial data
Total income from all sources	2011-12-31	$561,640
Expenses. Total of all expenses incurred	2011-12-31	$103,808
Benefits paid (including direct rollovers)	2011-12-31	$103,808
Total plan assets at end of year	2011-12-31	$10,110,806
Total plan assets at beginning of year	2011-12-31	$9,652,974
Value of fidelity bond covering the plan	2011-12-31	$750,000
Total contributions received or receivable from participants	2011-12-31	$241,224
Contributions received from other sources (not participants or employers)	2011-12-31	$4,873
Other income received	2011-12-31	$26,627
Net income (gross income less expenses)	2011-12-31	$457,832
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$10,110,806
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$9,652,974
Assets. Value of participant loans	2011-12-31	$94,431
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$218,624
Total contributions received or receivable from employer(s)	2011-12-31	$288,916
2009 : PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN AND TRUST OF GREENE & MARKLEY, P.C. 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN AND TRUST OF GREENE & MARKLEY, P.C.

2018: PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN AND TRUST OF GREENE & MARKLEY, P.C. 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	This submission is the final filing	Yes
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN AND TRUST OF GREENE & MARKLEY, P.C. 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN AND TRUST OF GREENE & MARKLEY, P.C. 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN AND TRUST OF GREENE & MARKLEY, P.C. 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN AND TRUST OF GREENE & MARKLEY, P.C. 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN AND TRUST OF GREENE & MARKLEY, P.C. 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN AND TRUST OF GREENE & MARKLEY, P.C. 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN AND TRUST OF GREENE & MARKLEY, P.C. 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN AND TRUST OF GREENE & MARKLEY, P.C. 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )

Policy contract number

3872563

Policy instance

Insurance contract or identification number	3872563
Number of Individuals Covered	0
Insurance policy start date	2018-01-01
Insurance policy end date	2018-02-28

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

44270

Policy instance

Insurance contract or identification number	44270
Number of Individuals Covered	0
Insurance broker organization code?	3
Insurance broker name	RICHARD BRADY

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )

Policy contract number

3872563

Policy instance

Insurance contract or identification number	3872563
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

44270

Policy instance

Insurance contract or identification number	44270
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	3
Insurance broker name	RICHARD BRADY

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )

Policy contract number

3872563

Policy instance

Insurance contract or identification number	3872563
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

44270

Policy instance

Insurance contract or identification number	44270
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	3
Insurance broker name	RICHARD BRADY

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )

Policy contract number

3872563

Policy instance

Insurance contract or identification number	3872563
Number of Individuals Covered	1
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

44270

Policy instance

Insurance contract or identification number	44270
Number of Individuals Covered	3
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $175
Total amount of fees paid to insurance company	USD $36
Are there contracts with allocated funds for individual policies?	Yes
Commission paid to Insurance Broker	USD $175
Amount paid for insurance broker fees	36
Insurance broker organization code?	3
Insurance broker name	RICHARD BRADY

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )

Policy contract number

3872563

Policy instance

Insurance contract or identification number	3872563
Number of Individuals Covered	1
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

44270

Policy instance

Insurance contract or identification number	44270
Number of Individuals Covered	3
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $233
Total amount of fees paid to insurance company	USD $44
Are there contracts with allocated funds for individual policies?	Yes
Commission paid to Insurance Broker	USD $233
Amount paid for insurance broker fees	44
Insurance broker organization code?	3
Insurance broker name	RICHARD BRADY

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )

Policy contract number

3872563

Policy instance

Insurance contract or identification number	3872563
Number of Individuals Covered	1
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

44270

Policy instance

Insurance contract or identification number	44270
Number of Individuals Covered	3
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $233
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $233
Insurance broker organization code?	3
Insurance broker name	RICHARD BRADY

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

44270

Policy instance

Insurance contract or identification number	44270
Number of Individuals Covered	3
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $175
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )

Policy contract number

3872563

Policy instance

Insurance contract or identification number	3872563
Number of Individuals Covered	1
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31

Potentially related plans

Was this data useful?

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

Information Disclaimer

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

See full terms and conditions

Company Name:	GREENE & MARKLEY, P.C.
Employer identification number (EIN):	930841085
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers