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GREENTREE MORTGAGE CO LP 401K PROFIT SHARING 401k Plan overview

Plan NameGREENTREE MORTGAGE CO LP 401K PROFIT SHARING
Plan identification number 001

GREENTREE MORTGAGE CO LP 401K PROFIT SHARING 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

GREENTREE MORTGAGE CO LP has sponsored the creation of one or more 401k plans.

Company Name:GREENTREE MORTGAGE CO LP
Employer identification number (EIN):223188285
NAIC Classification:522292
NAIC Description:Real Estate Credit

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GREENTREE MORTGAGE CO LP 401K PROFIT SHARING

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01DAVID DELLEMONACHE2023-10-02
0012021-01-01DAVID DELLEMONACHE2022-10-05
0012020-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DAVID DELLEMONACHE DAVID DELLEMONACHE2018-04-12
0012016-01-01DAVID DELLEMONACHE DAVID DELLEMONACHE2017-07-07
0012015-01-01DAVID DELLEMONACHE DAVID DELLEMONACHE2016-06-23
0012014-01-01DAVID DELLEMONACHE DAVID DELLEMONACHE2015-10-09
0012013-01-01DAVID DELLEMONACHE DAVID DELLEMONACHE2014-05-14
0012012-01-01DAVID DELLEMONACHE DAVID DELLEMONACHE2013-05-23
0012011-01-01JOHN MIRENDA JOHN MIRENDA2012-05-10
0012009-01-01JOHN MIRENDA JOHN MIRENDA2010-10-12

Plan Statistics for GREENTREE MORTGAGE CO LP 401K PROFIT SHARING

401k plan membership statisitcs for GREENTREE MORTGAGE CO LP 401K PROFIT SHARING

Measure Date Value
2022: GREENTREE MORTGAGE CO LP 401K PROFIT SHARING 2022 401k membership
Total participants, beginning-of-year2022-01-01178
Total number of active participants reported on line 7a of the Form 55002022-01-01124
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0146
Total of all active and inactive participants2022-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01170
Number of participants with account balances2022-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0113
2021: GREENTREE MORTGAGE CO LP 401K PROFIT SHARING 2021 401k membership
Total participants, beginning-of-year2021-01-01154
Total number of active participants reported on line 7a of the Form 55002021-01-01120
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0137
Total of all active and inactive participants2021-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01157
Number of participants with account balances2021-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0111
2020: GREENTREE MORTGAGE CO LP 401K PROFIT SHARING 2020 401k membership
Total participants, beginning-of-year2020-01-01141
Total number of active participants reported on line 7a of the Form 55002020-01-01125
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0129
Total of all active and inactive participants2020-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01154
Number of participants with account balances2020-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: GREENTREE MORTGAGE CO LP 401K PROFIT SHARING 2019 401k membership
Total participants, beginning-of-year2019-01-0194
Total number of active participants reported on line 7a of the Form 55002019-01-01137
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-014
Total of all active and inactive participants2019-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01141
Number of participants with account balances2019-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: GREENTREE MORTGAGE CO LP 401K PROFIT SHARING 2018 401k membership
Total participants, beginning-of-year2018-01-0167
Total number of active participants reported on line 7a of the Form 55002018-01-0189
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-015
Total of all active and inactive participants2018-01-0194
Total participants2018-01-0194
Number of participants with account balances2018-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: GREENTREE MORTGAGE CO LP 401K PROFIT SHARING 2017 401k membership
Total participants, beginning-of-year2017-01-0174
Total number of active participants reported on line 7a of the Form 55002017-01-0167
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0116
Total of all active and inactive participants2017-01-0183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0183
Number of participants with account balances2017-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: GREENTREE MORTGAGE CO LP 401K PROFIT SHARING 2016 401k membership
Total participants, beginning-of-year2016-01-0159
Total number of active participants reported on line 7a of the Form 55002016-01-0155
Number of retired or separated participants receiving benefits2016-01-0119
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0174
Number of participants with account balances2016-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: GREENTREE MORTGAGE CO LP 401K PROFIT SHARING 2015 401k membership
Total participants, beginning-of-year2015-01-0152
Total number of active participants reported on line 7a of the Form 55002015-01-0155
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-016
Total of all active and inactive participants2015-01-0161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0161
Number of participants with account balances2015-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: GREENTREE MORTGAGE CO LP 401K PROFIT SHARING 2014 401k membership
Total participants, beginning-of-year2014-01-0136
Total number of active participants reported on line 7a of the Form 55002014-01-0152
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0152
Number of participants with account balances2014-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: GREENTREE MORTGAGE CO LP 401K PROFIT SHARING 2013 401k membership
Total participants, beginning-of-year2013-01-0133
Total number of active participants reported on line 7a of the Form 55002013-01-0136
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0136
Number of participants with account balances2013-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: GREENTREE MORTGAGE CO LP 401K PROFIT SHARING 2012 401k membership
Total participants, beginning-of-year2012-01-0133
Total number of active participants reported on line 7a of the Form 55002012-01-0133
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0133
Number of participants with account balances2012-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: GREENTREE MORTGAGE CO LP 401K PROFIT SHARING 2011 401k membership
Total participants, beginning-of-year2011-01-0133
Total number of active participants reported on line 7a of the Form 55002011-01-0133
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0133
Number of participants with account balances2011-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: GREENTREE MORTGAGE CO LP 401K PROFIT SHARING 2009 401k membership
Total participants, beginning-of-year2009-01-0144
Total number of active participants reported on line 7a of the Form 55002009-01-0143
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0143
Number of participants with account balances2009-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0143

Financial Data on GREENTREE MORTGAGE CO LP 401K PROFIT SHARING

Measure Date Value
2022 : GREENTREE MORTGAGE CO LP 401K PROFIT SHARING 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$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$0
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-569,661
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,564,078
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,488,218
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,520,376
Value of total assets at end of year2022-12-31$10,799,646
Value of total assets at beginning of year2022-12-31$12,933,385
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$75,860
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$11,326
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
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$0
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$505
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,500,000
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$951,906
Participant contributions at end of year2022-12-31$234,140
Participant contributions at beginning of year2022-12-31$180,515
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$362,056
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
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$0
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$0
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-2,133,739
Value of net assets at end of year (total assets less liabilities)2022-12-31$10,799,646
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$12,933,385
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
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$0
Value of interest in pooled separate accounts at end of year2022-12-31$9,875,515
Value of interest in pooled separate accounts at beginning of year2022-12-31$12,107,322
Interest on participant loans2022-12-31$11,326
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$0
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$689,991
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$645,548
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$0
Net investment gain/loss from pooled separate accounts2022-12-31$-2,101,363
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
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
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$206,414
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,488,218
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$75,355
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
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
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MARCUM LLP
Accountancy firm EIN2022-12-31111986323
2021 : GREENTREE MORTGAGE CO LP 401K PROFIT SHARING 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$0
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,368,254
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,342,458
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,224,281
Expenses. Certain deemed distributions of participant loans2021-12-31$48,217
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,708,412
Value of total assets at end of year2021-12-31$12,933,385
Value of total assets at beginning of year2021-12-31$10,907,589
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$69,960
Total interest from all sources2021-12-31$9,374
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
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$0
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
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$1,252,890
Participant contributions at end of year2021-12-31$180,515
Participant contributions at beginning of year2021-12-31$232,145
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$180,014
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$23,060
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$2,350
Administrative expenses (other) incurred2021-12-31$0
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables 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
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$2,025,796
Value of net assets at end of year (total assets less liabilities)2021-12-31$12,933,385
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$10,907,589
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
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Investment advisory and management fees2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$0
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$12,107,322
Value of interest in pooled separate accounts at beginning of year2021-12-31$9,883,032
Interest on participant loans2021-12-31$9,374
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$0
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
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$0
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$645,548
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$792,412
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$0
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$0
Net investment gain/loss from pooled separate accounts2021-12-31$1,648,118
Net investment gain or loss from common/collective trusts2021-12-31$0
Net gain/loss from 103.12 investment entities2021-12-31$0
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
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Assets. Value of employer real property at end of year2021-12-31$0
Assets. Value of employer real property at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$275,508
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,201,221
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Contract administrator fees2021-12-31$69,960
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$0
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$0
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
Aggregate proceeds on sale of assets2021-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FRIEDMAN LLP
Accountancy firm EIN2021-12-31131610809
2020 : GREENTREE MORTGAGE CO LP 401K PROFIT SHARING 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,095,075
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$295,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$263,857
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,385,615
Value of total assets at end of year2020-12-31$10,907,589
Value of total assets at beginning of year2020-12-31$8,107,637
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$31,266
Total interest from all sources2020-12-31$11,083
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$1,126,629
Participant contributions at end of year2020-12-31$232,145
Participant contributions at beginning of year2020-12-31$270,425
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,506
Other income not declared elsewhere2020-12-31$5,141
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$2,799,952
Value of net assets at end of year (total assets less liabilities)2020-12-31$10,907,589
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,107,637
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$9,883,032
Value of interest in pooled separate accounts at beginning of year2020-12-31$7,598,533
Interest on participant loans2020-12-31$11,081
Interest earned on other investments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$14,891
Value of interest in common/collective trusts at beginning of year2020-12-31$238,679
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$2
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$792,412
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$238,679
Net investment gain/loss from pooled separate accounts2020-12-31$1,693,236
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
Assets. Invements in employer securities at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$256,480
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$263,857
Contract administrator fees2020-12-31$31,266
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
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
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31FRIEDMANLLP.COM
Accountancy firm EIN2020-12-31131610809
2019 : GREENTREE MORTGAGE CO LP 401K PROFIT SHARING 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$2,505,806
Expenses. Total of all expenses incurred2019-12-31$572,146
Benefits paid (including direct rollovers)2019-12-31$572,146
Total plan assets at end of year2019-12-31$8,107,637
Total plan assets at beginning of year2019-12-31$6,173,977
Value of fidelity bond covering the plan2019-12-31$100,000
Total contributions received or receivable from participants2019-12-31$882,987
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$1,427,970
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$1,933,660
Net plan assets at end of year (total assets less liabilities)2019-12-31$8,107,637
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$6,173,977
Assets. Value of participant loans2019-12-31$270,425
Total contributions received or receivable from employer(s)2019-12-31$194,849
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : GREENTREE MORTGAGE CO LP 401K PROFIT SHARING 2018 401k financial data
Total income from all sources2018-12-31$466,309
Expenses. Total of all expenses incurred2018-12-31$426,425
Benefits paid (including direct rollovers)2018-12-31$426,425
Total plan assets at end of year2018-12-31$6,173,977
Total plan assets at beginning of year2018-12-31$6,134,093
Value of fidelity bond covering the plan2018-12-31$100,000
Total contributions received or receivable from participants2018-12-31$709,493
Expenses. Other expenses not covered elsewhere2018-12-31$0
Other income received2018-12-31$-407,797
Net income (gross income less expenses)2018-12-31$39,884
Net plan assets at end of year (total assets less liabilities)2018-12-31$6,173,977
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$6,134,093
Assets. Value of participant loans2018-12-31$310,036
Total contributions received or receivable from employer(s)2018-12-31$164,613
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : GREENTREE MORTGAGE CO LP 401K PROFIT SHARING 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$1,709,913
Expenses. Total of all expenses incurred2017-12-31$283,243
Benefits paid (including direct rollovers)2017-12-31$283,243
Total plan assets at end of year2017-12-31$6,134,093
Total plan assets at beginning of year2017-12-31$4,707,423
Value of fidelity bond covering the plan2017-12-31$100,000
Total contributions received or receivable from participants2017-12-31$678,406
Contributions received from other sources (not participants or employers)2017-12-31$1,888
Other income received2017-12-31$878,328
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$1,426,670
Net plan assets at end of year (total assets less liabilities)2017-12-31$6,134,093
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$4,707,423
Assets. Value of participant loans2017-12-31$141,598
Total contributions received or receivable from employer(s)2017-12-31$151,291
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : GREENTREE MORTGAGE CO LP 401K PROFIT SHARING 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$1,090,552
Expenses. Total of all expenses incurred2016-12-31$55,026
Benefits paid (including direct rollovers)2016-12-31$40,351
Total plan assets at end of year2016-12-31$4,707,423
Total plan assets at beginning of year2016-12-31$3,671,897
Value of fidelity bond covering the plan2016-12-31$100,000
Total contributions received or receivable from participants2016-12-31$629,548
Contributions received from other sources (not participants or employers)2016-12-31$9,884
Other income received2016-12-31$299,832
Net income (gross income less expenses)2016-12-31$1,035,526
Net plan assets at end of year (total assets less liabilities)2016-12-31$4,707,423
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$3,671,897
Assets. Value of participant loans2016-12-31$123,932
Total contributions received or receivable from employer(s)2016-12-31$151,288
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$14,675
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : GREENTREE MORTGAGE CO LP 401K PROFIT SHARING 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$628,546
Expenses. Total of all expenses incurred2015-12-31$260,684
Benefits paid (including direct rollovers)2015-12-31$260,684
Total plan assets at end of year2015-12-31$3,671,897
Total plan assets at beginning of year2015-12-31$3,304,035
Value of fidelity bond covering the plan2015-12-31$100,000
Total contributions received or receivable from participants2015-12-31$582,383
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-58,763
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$367,862
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,671,897
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,304,035
Assets. Value of participant loans2015-12-31$102,910
Total contributions received or receivable from employer(s)2015-12-31$104,926
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : GREENTREE MORTGAGE CO LP 401K PROFIT SHARING 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$564,759
Expenses. Total of all expenses incurred2014-12-31$884
Benefits paid (including direct rollovers)2014-12-31$884
Total plan assets at end of year2014-12-31$3,304,035
Total plan assets at beginning of year2014-12-31$2,740,160
Value of fidelity bond covering the plan2014-12-31$100,000
Total contributions received or receivable from participants2014-12-31$303,911
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$61,378
Other income received2014-12-31$139,747
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$563,875
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,304,035
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,740,160
Assets. Value of participant loans2014-12-31$117,482
Total contributions received or receivable from employer(s)2014-12-31$59,723
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : GREENTREE MORTGAGE CO LP 401K PROFIT SHARING 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$626,760
Expenses. Total of all expenses incurred2013-12-31$77,096
Benefits paid (including direct rollovers)2013-12-31$77,096
Total plan assets at end of year2013-12-31$2,740,160
Total plan assets at beginning of year2013-12-31$2,190,496
Value of fidelity bond covering the plan2013-12-31$100,000
Total contributions received or receivable from participants2013-12-31$180,454
Expenses. Other expenses not covered elsewhere2013-12-31$0
Other income received2013-12-31$446,306
Net income (gross income less expenses)2013-12-31$549,664
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,740,160
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,190,496
Assets. Value of participant loans2013-12-31$107,693
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : GREENTREE MORTGAGE CO LP 401K PROFIT SHARING 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$418,821
Expenses. Total of all expenses incurred2012-12-31$6,198
Benefits paid (including direct rollovers)2012-12-31$6,198
Total plan assets at end of year2012-12-31$2,190,496
Total plan assets at beginning of year2012-12-31$1,777,873
Value of fidelity bond covering the plan2012-12-31$100,000
Total contributions received or receivable from participants2012-12-31$173,479
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$215,631
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$412,623
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,190,496
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,777,873
Assets. Value of participant loans2012-12-31$118,931
Total contributions received or receivable from employer(s)2012-12-31$29,711
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : GREENTREE MORTGAGE CO LP 401K PROFIT SHARING 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$-187,572
Expenses. Total of all expenses incurred2011-12-31$-137,160
Benefits paid (including direct rollovers)2011-12-31$-137,160
Total plan assets at end of year2011-12-31$1,777,873
Total plan assets at beginning of year2011-12-31$1,828,285
Value of fidelity bond covering the plan2011-12-31$100,000
Total contributions received or receivable from participants2011-12-31$110,570
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-321,331
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-50,412
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,777,873
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,828,285
Assets. Value of participant loans2011-12-31$74,062
Total contributions received or receivable from employer(s)2011-12-31$23,189
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : GREENTREE MORTGAGE CO LP 401K PROFIT SHARING 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$340,718
Expenses. Total of all expenses incurred2010-12-31$169,409
Benefits paid (including direct rollovers)2010-12-31$169,409
Total plan assets at end of year2010-12-31$1,828,285
Total plan assets at beginning of year2010-12-31$1,656,976
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$114,237
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$202,088
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$171,309
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,828,285
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,656,976
Assets. Value of participant loans2010-12-31$128,996
Total contributions received or receivable from employer(s)2010-12-31$24,393
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : GREENTREE MORTGAGE CO LP 401K PROFIT SHARING 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for GREENTREE MORTGAGE CO LP 401K PROFIT SHARING

2022: GREENTREE MORTGAGE CO LP 401K PROFIT SHARING 2022 form 5500 responses
2022-01-01Type of plan entitySingle 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 benefit arrangement – InsuranceYes
2021: GREENTREE MORTGAGE CO LP 401K PROFIT SHARING 2021 form 5500 responses
2021-01-01Type of plan entitySingle 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 benefit arrangement – InsuranceYes
2020: GREENTREE MORTGAGE CO LP 401K PROFIT SHARING 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 benefit arrangement – InsuranceYes
2019: GREENTREE MORTGAGE CO LP 401K PROFIT SHARING 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: GREENTREE MORTGAGE CO LP 401K PROFIT SHARING 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: GREENTREE MORTGAGE CO LP 401K PROFIT SHARING 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: GREENTREE MORTGAGE CO LP 401K PROFIT SHARING 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: GREENTREE MORTGAGE CO LP 401K PROFIT SHARING 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: GREENTREE MORTGAGE CO LP 401K PROFIT SHARING 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: GREENTREE MORTGAGE CO LP 401K PROFIT SHARING 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: GREENTREE MORTGAGE CO LP 401K PROFIT SHARING 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: GREENTREE MORTGAGE CO LP 401K PROFIT SHARING 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: GREENTREE MORTGAGE CO LP 401K PROFIT SHARING 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number45720
Policy instance 1
Insurance contract or identification number45720
Number of Individuals Covered113
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $40,064
Total amount of fees paid to insurance companyUSD $3,804
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?No
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
Commission paid to Insurance BrokerUSD $40,064
Additional information about fees paid to insurance brokerBROKER COMISSION
Insurance broker organization code?3
Amount paid for insurance broker fees3804
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number45720
Policy instance 1
Insurance contract or identification number45720
Number of Individuals Covered116
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $42,891
Total amount of fees paid to insurance companyUSD $0
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?No
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
Commission paid to Insurance BrokerUSD $42,891
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMISSION
Insurance broker organization code?3
JOHN HANCOCK USA (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number45720
Policy instance 1
Insurance contract or identification number45720
Number of Individuals Covered108
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $30,000
Total amount of fees paid to insurance companyUSD $30,000
Commission paid to Insurance BrokerUSD $30,000
Amount paid for insurance broker fees30000
Additional information about fees paid to insurance brokerBROKER COMISSION
Insurance broker organization code?3

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