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Plan Name | GREENLEAF CORPORATION SAVINGS AND RETIREMENT PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | GREENLEAF CORPORATION |
Employer identification number (EIN): | 250910662 |
NAIC Classification: | 326100 |
Additional information about GREENLEAF CORPORATION
Jurisdiction of Incorporation: | Florida Department of State Division of Corporations |
Incorporation Date: | 1990-07-23 |
Company Identification Number: | L93029 |
Legal Registered Office Address: |
1310 NW 19 STREET HOMESTEAD 33030 |
More information about GREENLEAF CORPORATION
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | RHONDA S. BOULTON | |||
001 | 2016-01-01 | RHONDA S. BOULTON | |||
001 | 2015-01-01 | RHONDA S. BOULTON | |||
001 | 2014-01-01 | RHONDA S. BOULTON | |||
001 | 2013-01-01 | RHONDA BOULTON | |||
001 | 2012-01-01 | DEBRA A. SPENCE | DEBRA A. SPENCE | 2013-10-14 | |
001 | 2011-01-01 | DEBRA A. SPENCE | |||
001 | 2009-01-01 | DEBRA A SPENCE |
Measure | Date | Value |
---|---|---|
2022: GREENLEAF CORPORATION SAVINGS AND RETIREMENT PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 432 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 300 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 97 |
Total of all active and inactive participants | 2022-01-01 | 397 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 5 |
Total participants | 2022-01-01 | 402 |
Number of participants with account balances | 2022-01-01 | 386 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 5 |
2021: GREENLEAF CORPORATION SAVINGS AND RETIREMENT PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 463 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 331 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 94 |
Total of all active and inactive participants | 2021-01-01 | 425 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 4 |
Total participants | 2021-01-01 | 429 |
Number of participants with account balances | 2021-01-01 | 416 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 14 |
2020: GREENLEAF CORPORATION SAVINGS AND RETIREMENT PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 454 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 386 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 66 |
Total of all active and inactive participants | 2020-01-01 | 452 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 5 |
Total participants | 2020-01-01 | 457 |
Number of participants with account balances | 2020-01-01 | 444 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 8 |
2019: GREENLEAF CORPORATION SAVINGS AND RETIREMENT PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 442 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 374 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 64 |
Total of all active and inactive participants | 2019-01-01 | 438 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 4 |
Total participants | 2019-01-01 | 442 |
Number of participants with account balances | 2019-01-01 | 428 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 1 |
2018: GREENLEAF CORPORATION SAVINGS AND RETIREMENT PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 449 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 366 |
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 | 61 |
Total of all active and inactive participants | 2018-01-01 | 427 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 4 |
Total participants | 2018-01-01 | 431 |
Number of participants with account balances | 2018-01-01 | 423 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 11 |
2017: GREENLEAF CORPORATION SAVINGS AND RETIREMENT PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 449 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 368 |
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 | 66 |
Total of all active and inactive participants | 2017-01-01 | 434 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 4 |
Total participants | 2017-01-01 | 438 |
Number of participants with account balances | 2017-01-01 | 429 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 7 |
2016: GREENLEAF CORPORATION SAVINGS AND RETIREMENT PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 450 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 381 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 62 |
Total of all active and inactive participants | 2016-01-01 | 443 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 5 |
Total participants | 2016-01-01 | 448 |
Number of participants with account balances | 2016-01-01 | 434 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 4 |
2015: GREENLEAF CORPORATION SAVINGS AND RETIREMENT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 440 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 383 |
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 | 55 |
Total of all active and inactive participants | 2015-01-01 | 438 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 4 |
Total participants | 2015-01-01 | 442 |
Number of participants with account balances | 2015-01-01 | 432 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 5 |
2014: GREENLEAF CORPORATION SAVINGS AND RETIREMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 440 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 373 |
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 | 54 |
Total of all active and inactive participants | 2014-01-01 | 427 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 3 |
Total participants | 2014-01-01 | 430 |
Number of participants with account balances | 2014-01-01 | 418 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 4 |
2013: GREENLEAF CORPORATION SAVINGS AND RETIREMENT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 401 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 370 |
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 | 51 |
Total of all active and inactive participants | 2013-01-01 | 421 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 6 |
Total participants | 2013-01-01 | 427 |
Number of participants with account balances | 2013-01-01 | 419 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 3 |
2012: GREENLEAF CORPORATION SAVINGS AND RETIREMENT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 404 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 351 |
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 | 38 |
Total of all active and inactive participants | 2012-01-01 | 389 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 5 |
Total participants | 2012-01-01 | 394 |
Number of participants with account balances | 2012-01-01 | 389 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 5 |
2011: GREENLEAF CORPORATION SAVINGS AND RETIREMENT PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 396 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 350 |
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 | 46 |
Total of all active and inactive participants | 2011-01-01 | 396 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 4 |
Total participants | 2011-01-01 | 400 |
Number of participants with account balances | 2011-01-01 | 396 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
2009: GREENLEAF CORPORATION SAVINGS AND RETIREMENT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 381 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 358 |
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 | 53 |
Total of all active and inactive participants | 2009-01-01 | 411 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 6 |
Total participants | 2009-01-01 | 417 |
Number of participants with account balances | 2009-01-01 | 402 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 3 |
Measure | Date | Value |
---|---|---|
2022 : GREENLEAF CORPORATION SAVINGS AND RETIREMENT PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $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 |
Total income from all sources (including contributions) | 2022-12-31 | $-8,684,715 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $4,854,511 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $4,722,406 |
Value of total corrective distributions | 2022-12-31 | $2,079 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,607,390 |
Value of total assets at end of year | 2022-12-31 | $44,847,462 |
Value of total assets at beginning of year | 2022-12-31 | $58,386,688 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $130,026 |
Total interest from all sources | 2022-12-31 | $104,249 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $567,866 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $567,866 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,206,291 |
Participant contributions at end of year | 2022-12-31 | $1,147,176 |
Participant contributions at beginning of year | 2022-12-31 | $1,144,326 |
Participant contributions at end of year | 2022-12-31 | $77,297 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-13,539,226 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $44,847,462 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $58,386,688 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $86,230 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $38,831,748 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $53,774,090 |
Interest on participant loans | 2022-12-31 | $104,249 |
Income. Interest from loans (other than to participants) | 2022-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $4,764,942 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $3,468,272 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-11,083,736 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $119,516 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $401,099 |
Employer contributions (assets) at end of year | 2022-12-31 | $26,299 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $4,722,406 |
Contract administrator fees | 2022-12-31 | $43,796 |
Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | SCHAFFNER KNIGHT & MINNAUGH COMPANY |
Accountancy firm EIN | 2022-12-31 | 251690617 |
2021 : GREENLEAF CORPORATION SAVINGS AND RETIREMENT PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 |
Total income from all sources (including contributions) | 2021-12-31 | $9,513,982 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $14,920,206 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $14,773,535 |
Value of total corrective distributions | 2021-12-31 | $1,448 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,541,557 |
Value of total assets at end of year | 2021-12-31 | $58,386,688 |
Value of total assets at beginning of year | 2021-12-31 | $63,792,912 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $145,223 |
Total interest from all sources | 2021-12-31 | $44,992 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $465,287 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $465,287 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,140,575 |
Participant contributions at end of year | 2021-12-31 | $1,144,326 |
Participant contributions at beginning of year | 2021-12-31 | $1,226,085 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $23,375 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $-5,406,224 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $58,386,688 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $63,792,912 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $101,246 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $53,774,090 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $57,818,807 |
Interest on participant loans | 2021-12-31 | $44,992 |
Income. Interest from loans (other than to participants) | 2021-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $3,468,272 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $4,748,020 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $7,247,136 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $215,010 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | Yes |
Contributions received in cash from employer | 2021-12-31 | $377,607 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $14,773,535 |
Contract administrator fees | 2021-12-31 | $43,977 |
Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | SCHAFFNER KNIGHT & MINNAUGH COMPANY |
Accountancy firm EIN | 2021-12-31 | 251690617 |
2020 : GREENLEAF CORPORATION SAVINGS AND RETIREMENT PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $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 | $17,877,762 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $9,368,923 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $9,218,083 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $4,039 |
Value of total corrective distributions | 2020-12-31 | $5,010 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $6,733,979 |
Value of total assets at end of year | 2020-12-31 | $63,792,912 |
Value of total assets at beginning of year | 2020-12-31 | $55,284,073 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $141,791 |
Total interest from all sources | 2020-12-31 | $57,924 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $549,763 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $549,763 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $1,320,034 |
Participant contributions at end of year | 2020-12-31 | $1,226,085 |
Participant contributions at beginning of year | 2020-12-31 | $1,029,085 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $4,942,787 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $8,508,839 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $63,792,912 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $55,284,073 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $96,256 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $57,818,807 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $50,452,490 |
Interest on participant loans | 2020-12-31 | $57,924 |
Income. Interest from loans (other than to participants) | 2020-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $4,748,020 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $3,402,482 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $16 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $16 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $10,335,783 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $200,313 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $471,158 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $400,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $9,218,083 |
Contract administrator fees | 2020-12-31 | $45,535 |
Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | SCHAFFNER KNIGHT & MINNAUGH COMPANY |
Accountancy firm EIN | 2020-12-31 | 251690617 |
2019 : GREENLEAF CORPORATION SAVINGS AND RETIREMENT PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $12,678,220 |
Total income from all sources (including contributions) | 2019-12-31 | $12,678,220 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $4,825,460 |
Total of all expenses incurred | 2019-12-31 | $4,825,460 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $4,656,270 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $4,656,270 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $24,527 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $24,527 |
Value of total corrective distributions | 2019-12-31 | $11,925 |
Value of total corrective distributions | 2019-12-31 | $11,925 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,294,527 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,294,527 |
Value of total assets at end of year | 2019-12-31 | $55,284,073 |
Value of total assets at end of year | 2019-12-31 | $55,284,073 |
Value of total assets at beginning of year | 2019-12-31 | $47,431,313 |
Value of total assets at beginning of year | 2019-12-31 | $47,431,313 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $132,738 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $132,738 |
Total interest from all sources | 2019-12-31 | $53,251 |
Total interest from all sources | 2019-12-31 | $53,251 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $632,511 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $632,511 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $632,511 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $632,511 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $1,365,362 |
Contributions received from participants | 2019-12-31 | $1,365,362 |
Participant contributions at end of year | 2019-12-31 | $1,029,085 |
Participant contributions at end of year | 2019-12-31 | $1,029,085 |
Participant contributions at beginning of year | 2019-12-31 | $1,049,071 |
Participant contributions at beginning of year | 2019-12-31 | $1,049,071 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $32,000 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $32,000 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $7,852,760 |
Value of net income/loss | 2019-12-31 | $7,852,760 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $55,284,073 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $55,284,073 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $47,431,313 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $47,431,313 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $88,315 |
Investment advisory and management fees | 2019-12-31 | $88,315 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $50,452,490 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $50,452,490 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $42,725,127 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $42,725,127 |
Interest on participant loans | 2019-12-31 | $53,251 |
Interest on participant loans | 2019-12-31 | $53,251 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $3,402,482 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $3,402,482 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $3,257,115 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $3,257,115 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $16 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $16 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $9,438,923 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $9,438,923 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $259,008 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $259,008 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $897,165 |
Contributions received in cash from employer | 2019-12-31 | $897,165 |
Employer contributions (assets) at end of year | 2019-12-31 | $400,000 |
Employer contributions (assets) at end of year | 2019-12-31 | $400,000 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $400,000 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $400,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $4,656,270 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $4,656,270 |
Contract administrator fees | 2019-12-31 | $44,423 |
Contract administrator fees | 2019-12-31 | $44,423 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
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 | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | SCHAFFNER KNIGHT & MINNAUGH COMPANY |
Accountancy firm name | 2019-12-31 | SCHAFFNER KNIGHT & MINNAUGH COMPANY |
Accountancy firm EIN | 2019-12-31 | 251690617 |
Accountancy firm EIN | 2019-12-31 | 251690617 |
2018 : GREENLEAF CORPORATION SAVINGS AND RETIREMENT PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $100,410 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $4,627,687 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $4,435,245 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $20,277 |
Value of total corrective distributions | 2018-12-31 | $27,545 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $2,257,889 |
Value of total assets at end of year | 2018-12-31 | $47,431,313 |
Value of total assets at beginning of year | 2018-12-31 | $51,958,590 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $144,620 |
Total interest from all sources | 2018-12-31 | $37,104 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $519,629 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $519,629 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $1,327,296 |
Participant contributions at end of year | 2018-12-31 | $1,049,071 |
Participant contributions at beginning of year | 2018-12-31 | $1,026,965 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $46,406 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-4,527,277 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $47,431,313 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $51,958,590 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $99,451 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $42,725,127 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $48,026,615 |
Interest on participant loans | 2018-12-31 | $37,104 |
Income. Interest from loans (other than to participants) | 2018-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $3,257,115 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $2,486,159 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $18,851 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $18,851 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-2,952,861 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $238,649 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $884,187 |
Employer contributions (assets) at end of year | 2018-12-31 | $400,000 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $400,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $4,435,245 |
Contract administrator fees | 2018-12-31 | $45,169 |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | SCHAFFNER KNIGHT & MINNAUGH COMPANY |
Accountancy firm EIN | 2018-12-31 | 251690617 |
2017 : GREENLEAF CORPORATION SAVINGS AND RETIREMENT PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $10,710,481 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $4,322,830 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $4,176,223 |
Value of total corrective distributions | 2017-12-31 | $4,909 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $2,141,558 |
Value of total assets at end of year | 2017-12-31 | $51,958,590 |
Value of total assets at beginning of year | 2017-12-31 | $45,570,939 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $141,698 |
Total interest from all sources | 2017-12-31 | $38,896 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $468,526 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $468,526 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $1,234,497 |
Participant contributions at end of year | 2017-12-31 | $1,026,965 |
Participant contributions at beginning of year | 2017-12-31 | $993,543 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $37,998 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $6,387,651 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $51,958,590 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $45,570,939 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $98,118 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $48,026,615 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $41,161,636 |
Interest on participant loans | 2017-12-31 | $38,896 |
Income. Interest from loans (other than to participants) | 2017-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $2,486,159 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $3,148,033 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $18,851 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $17,727 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $17,727 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $7,763,398 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $298,103 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $869,063 |
Employer contributions (assets) at end of year | 2017-12-31 | $400,000 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $250,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $4,176,223 |
Contract administrator fees | 2017-12-31 | $43,580 |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | SCHAFFNER KNIGHT & MINNAUGH COMPANY |
Accountancy firm EIN | 2017-12-31 | 251690617 |
2016 : GREENLEAF CORPORATION SAVINGS AND RETIREMENT PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $5,271,758 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $4,574,779 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $4,516,597 |
Value of total corrective distributions | 2016-12-31 | $1,357 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,906,787 |
Value of total assets at end of year | 2016-12-31 | $45,570,939 |
Value of total assets at beginning of year | 2016-12-31 | $44,873,960 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $56,825 |
Total interest from all sources | 2016-12-31 | $27,683 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $485,877 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $485,877 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $1,203,607 |
Participant contributions at end of year | 2016-12-31 | $993,543 |
Participant contributions at beginning of year | 2016-12-31 | $1,034,211 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $696,979 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $45,570,939 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $44,873,960 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $38,036 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $41,161,636 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $40,983,801 |
Interest on participant loans | 2016-12-31 | $27,683 |
Income. Interest from loans (other than to participants) | 2016-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $3,148,033 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $2,788,073 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $17,727 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $67,875 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $67,875 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $2,749,758 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $101,653 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $703,180 |
Employer contributions (assets) at end of year | 2016-12-31 | $250,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $4,516,597 |
Contract administrator fees | 2016-12-31 | $18,789 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | SCHAFFNER KNIGHT & MINNAUGH COMPANY |
Accountancy firm EIN | 2016-12-31 | 251690617 |
2015 : GREENLEAF CORPORATION SAVINGS AND RETIREMENT PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $2,173,910 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $4,935,673 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $4,902,000 |
Value of total corrective distributions | 2015-12-31 | $5,262 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,616,561 |
Value of total assets at end of year | 2015-12-31 | $44,873,960 |
Value of total assets at beginning of year | 2015-12-31 | $47,635,723 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $28,411 |
Total interest from all sources | 2015-12-31 | $35,497 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $478,465 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $478,465 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $1,168,783 |
Participant contributions at end of year | 2015-12-31 | $1,034,211 |
Participant contributions at beginning of year | 2015-12-31 | $826,701 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $1,991 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-2,761,763 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $44,873,960 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $47,635,723 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $17,058 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $40,983,801 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $43,595,977 |
Interest on participant loans | 2015-12-31 | $35,497 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $2,788,073 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $2,813,045 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $67,875 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-9,309 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $52,696 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $445,787 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $400,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $4,902,000 |
Contract administrator fees | 2015-12-31 | $11,353 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | SCHAFFNER KNIGHT & MINNAUGH COMPANY |
Accountancy firm EIN | 2015-12-31 | 251690617 |
2014 : GREENLEAF CORPORATION SAVINGS AND RETIREMENT PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $5,278,106 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $5,927,446 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $5,897,067 |
Value of total corrective distributions | 2014-12-31 | $5,639 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,996,764 |
Value of total assets at end of year | 2014-12-31 | $47,635,723 |
Value of total assets at beginning of year | 2014-12-31 | $48,285,063 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $24,740 |
Total interest from all sources | 2014-12-31 | $33,788 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $550,657 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $550,657 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $1,117,516 |
Participant contributions at end of year | 2014-12-31 | $826,701 |
Participant contributions at beginning of year | 2014-12-31 | $793,390 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $39,051 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $-649,340 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $47,635,723 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $48,285,063 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $14,570 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $43,595,977 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $43,230,928 |
Interest on participant loans | 2014-12-31 | $33,788 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $2,813,045 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $3,716,550 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $44,195 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $44,195 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $2,654,204 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $42,693 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $840,197 |
Employer contributions (assets) at end of year | 2014-12-31 | $400,000 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $500,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $5,897,067 |
Contract administrator fees | 2014-12-31 | $10,170 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | SCHAFFNER KNIGHT & MINNAUGH COMPANY |
Accountancy firm EIN | 2014-12-31 | 251690617 |
2013 : GREENLEAF CORPORATION SAVINGS AND RETIREMENT PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $11,293,337 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $4,047,385 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $4,014,480 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $2,259,372 |
Value of total assets at end of year | 2013-12-31 | $48,285,063 |
Value of total assets at beginning of year | 2013-12-31 | $41,039,111 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $32,905 |
Total interest from all sources | 2013-12-31 | $22,581 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $450,687 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $450,687 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $1,182,052 |
Participant contributions at end of year | 2013-12-31 | $793,390 |
Participant contributions at beginning of year | 2013-12-31 | $693,172 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $146,528 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $7,245,952 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $48,285,063 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $41,039,111 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $22,765 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $43,230,928 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $35,328,172 |
Interest on participant loans | 2013-12-31 | $22,581 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $3,716,550 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $4,391,774 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $44,195 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $125,993 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $125,993 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $8,385,114 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $175,583 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $930,792 |
Employer contributions (assets) at end of year | 2013-12-31 | $500,000 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $500,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $4,014,480 |
Contract administrator fees | 2013-12-31 | $10,140 |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | SCHAFFNER KNIGHT & MINNAUGH COMPANY |
Accountancy firm EIN | 2013-12-31 | 251690617 |
2012 : GREENLEAF CORPORATION SAVINGS AND RETIREMENT PLAN 2012 401k financial data | ||
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 | $6,944,292 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $1,793,608 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,765,719 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $2,128,305 |
Value of total assets at end of year | 2012-12-31 | $41,039,111 |
Value of total assets at beginning of year | 2012-12-31 | $35,888,427 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $27,889 |
Total interest from all sources | 2012-12-31 | $41,331 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $591,182 |
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 | $591,182 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
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 | $1,126,791 |
Participant contributions at end of year | 2012-12-31 | $693,172 |
Participant contributions at beginning of year | 2012-12-31 | $576,477 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $94,629 |
Administrative expenses (other) incurred | 2012-12-31 | $14,327 |
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 | $5,150,684 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $41,039,111 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $35,888,427 |
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 | $35,328,172 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $29,013,484 |
Interest on participant loans | 2012-12-31 | $41,331 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $4,391,774 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $3,075,350 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $125,993 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $2,723,116 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $2,723,116 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $4,114,131 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $69,343 |
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 | $906,885 |
Employer contributions (assets) at end of year | 2012-12-31 | $500,000 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $500,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,765,719 |
Contract administrator fees | 2012-12-31 | $13,562 |
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 | SCHAFFNER KNIGHT & MINNAUGH COMPANY |
Accountancy firm EIN | 2012-12-31 | 251690617 |
2011 : GREENLEAF CORPORATION SAVINGS AND RETIREMENT PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
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 | $1,787,875 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $1,413,977 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,394,169 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $12,316 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,953,667 |
Value of total assets at end of year | 2011-12-31 | $35,888,427 |
Value of total assets at beginning of year | 2011-12-31 | $35,514,529 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $7,492 |
Total interest from all sources | 2011-12-31 | $123,483 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $492,622 |
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 | $492,622 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $1,030,755 |
Participant contributions at end of year | 2011-12-31 | $576,477 |
Participant contributions at beginning of year | 2011-12-31 | $614,958 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $36,956 |
Administrative expenses (other) incurred | 2011-12-31 | $1,507 |
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 | $373,898 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $35,888,427 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $35,514,529 |
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 | $29,013,484 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $29,852,525 |
Interest on participant loans | 2011-12-31 | $31,079 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $3,075,350 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $2,074,066 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $2,723,116 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $2,772,980 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $2,772,980 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $92,404 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-838,180 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $56,283 |
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 |
Contributions received in cash from employer | 2011-12-31 | $885,956 |
Employer contributions (assets) at end of year | 2011-12-31 | $500,000 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $200,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,394,169 |
Contract administrator fees | 2011-12-31 | $5,985 |
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 |
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 | SHAFFNER, KNIGHT, MINNAUGH COMPANY |
Accountancy firm EIN | 2011-12-31 | 251690617 |
2010 : GREENLEAF CORPORATION SAVINGS AND RETIREMENT PLAN 2010 401k financial data | ||
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 | $5,404,006 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $2,400,710 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $2,363,825 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $30,195 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,702,400 |
Value of total assets at end of year | 2010-12-31 | $35,514,529 |
Value of total assets at beginning of year | 2010-12-31 | $32,511,233 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $6,690 |
Total interest from all sources | 2010-12-31 | $149,958 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $423,425 |
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 | $423,425 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
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 | $1,032,198 |
Participant contributions at end of year | 2010-12-31 | $614,958 |
Participant contributions at beginning of year | 2010-12-31 | $593,939 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $102,388 |
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 | $3,003,296 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $35,514,529 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $32,511,233 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $29,852,525 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $30,207,622 |
Interest on participant loans | 2010-12-31 | $37,055 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $2,074,066 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $1,559,556 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $2,772,980 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $150,116 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $150,116 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $112,903 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $3,069,002 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $59,221 |
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 | $567,814 |
Employer contributions (assets) at end of year | 2010-12-31 | $200,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $2,363,825 |
Contract administrator fees | 2010-12-31 | $6,690 |
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 | SHAFFNER, KNIGHT, MINNAUGH COMPANY |
Accountancy firm EIN | 2010-12-31 | 251690617 |
2009 : GREENLEAF CORPORATION SAVINGS AND RETIREMENT PLAN 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 |
2022: GREENLEAF CORPORATION SAVINGS AND RETIREMENT PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: GREENLEAF CORPORATION SAVINGS AND RETIREMENT PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: GREENLEAF CORPORATION SAVINGS AND RETIREMENT PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: GREENLEAF CORPORATION SAVINGS AND RETIREMENT PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: GREENLEAF CORPORATION SAVINGS AND RETIREMENT PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: GREENLEAF CORPORATION SAVINGS AND RETIREMENT PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: GREENLEAF CORPORATION SAVINGS AND RETIREMENT PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: GREENLEAF CORPORATION SAVINGS AND RETIREMENT PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: GREENLEAF CORPORATION SAVINGS AND RETIREMENT PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: GREENLEAF CORPORATION SAVINGS AND RETIREMENT PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: GREENLEAF CORPORATION SAVINGS AND RETIREMENT PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: GREENLEAF CORPORATION SAVINGS AND RETIREMENT PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: GREENLEAF CORPORATION SAVINGS AND RETIREMENT PLAN 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 – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |