GREENE, TWEED & CO., INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan GREENE, TWEED & CO. , INC. UNION EMPLOYEES 401(K) SAVINGS PLAN
401k plan membership statisitcs for GREENE, TWEED & CO. , INC. UNION EMPLOYEES 401(K) SAVINGS PLAN
Measure | Date | Value |
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2012 : GREENE, TWEED & CO. , INC. UNION EMPLOYEES 401(K) SAVINGS PLAN 2012 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $3,082,743 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $1,238,709 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,227,252 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,534,333 |
Value of total assets at end of year | 2012-12-31 | $16,519,001 |
Value of total assets at beginning of year | 2012-12-31 | $14,674,967 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $11,457 |
Total interest from all sources | 2012-12-31 | $28,855 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $170,374 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $170,374 |
Administrative expenses professional fees incurred | 2012-12-31 | $7,626 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $1,082,271 |
Participant contributions at end of year | 2012-12-31 | $652,509 |
Participant contributions at beginning of year | 2012-12-31 | $605,157 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $37,683 |
Other income not declared elsewhere | 2012-12-31 | $10,096 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $1,844,034 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $16,519,001 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $14,674,967 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $12,542,350 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $10,917,675 |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $3,076,951 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $2,950,891 |
Interest on participant loans | 2012-12-31 | $28,855 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $247,191 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $201,244 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,205,134 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $70,962 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $62,989 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $414,379 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,227,252 |
Contract administrator fees | 2012-12-31 | $3,831 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | CLIFTONLARSONALLEN, LLP |
Accountancy firm EIN | 2012-12-31 | 410746749 |
2011 : GREENE, TWEED & CO. , INC. UNION EMPLOYEES 401(K) SAVINGS PLAN 2011 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total transfer of assets to this plan | 2011-12-31 | $0 |
Total transfer of assets from this plan | 2011-12-31 | $148 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $1,419,259 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $458,989 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $452,795 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of total corrective distributions | 2011-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,478,672 |
Value of total assets at end of year | 2011-12-31 | $14,674,967 |
Value of total assets at beginning of year | 2011-12-31 | $13,714,845 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $6,194 |
Total interest from all sources | 2011-12-31 | $30,092 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $124,856 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $124,856 |
Administrative expenses professional fees incurred | 2011-12-31 | $0 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $987,659 |
Participant contributions at end of year | 2011-12-31 | $605,157 |
Participant contributions at beginning of year | 2011-12-31 | $476,758 |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $116,463 |
Other income not declared elsewhere | 2011-12-31 | $4,446 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $960,270 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $14,674,967 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $13,714,845 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $10,917,675 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $10,531,071 |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $2,950,891 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $2,517,127 |
Interest on participant loans | 2011-12-31 | $30,092 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $201,244 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $189,889 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-294,071 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $68,442 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $6,822 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Assets. Invements in employer securities at end of year | 2011-12-31 | $0 |
Contributions received in cash from employer | 2011-12-31 | $374,550 |
Income. Dividends from common stock | 2011-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $452,795 |
Contract administrator fees | 2011-12-31 | $6,194 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Aggregate proceeds on sale of assets | 2011-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | CLIFTONLARSONALLEN, LLP |
Accountancy firm EIN | 2011-12-31 | 410746749 |
2010 : GREENE, TWEED & CO. , INC. UNION EMPLOYEES 401(K) SAVINGS PLAN 2010 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $2,777,869 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $405,298 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $387,006 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $10,976 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,447,601 |
Value of total assets at end of year | 2010-12-31 | $13,714,845 |
Value of total assets at beginning of year | 2010-12-31 | $11,342,274 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $7,316 |
Total interest from all sources | 2010-12-31 | $25,932 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $196,929 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $196,929 |
Administrative expenses professional fees incurred | 2010-12-31 | $1,506 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $934,775 |
Participant contributions at end of year | 2010-12-31 | $476,758 |
Participant contributions at beginning of year | 2010-12-31 | $355,978 |
Participant contributions at beginning of year | 2010-12-31 | $14,171 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $161,122 |
Other income not declared elsewhere | 2010-12-31 | $2,303 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $2,372,571 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $13,714,845 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $11,342,274 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $4,113 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $10,531,071 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $8,537,273 |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $2,517,127 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $2,238,863 |
Interest on participant loans | 2010-12-31 | $25,932 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $189,889 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $190,274 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $1,016,901 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $59,567 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $28,636 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $351,704 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $5,715 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $387,006 |
Contract administrator fees | 2010-12-31 | $1,697 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | LARSONALLEN LLP |
Accountancy firm EIN | 2010-12-31 | 410746749 |
2009 : GREENE, TWEED & CO. , INC. UNION EMPLOYEES 401(K) SAVINGS PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |