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GREENWOOD INC. 401 (K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameGREENWOOD INC. 401 (K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

GREENWOOD INC. 401 (K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

GREENWOOD INC. has sponsored the creation of one or more 401k plans.

Company Name:GREENWOOD INC.
Employer identification number (EIN):370816080
NAIC Classification:812210
NAIC Description:Funeral Homes and Funeral Services

Additional information about GREENWOOD INC.

Jurisdiction of Incorporation: Nevada Department of State
Incorporation Date: 2012-12-12
Company Identification Number: 20121740074
Legal Registered Office Address: 1785 E SAHARA AVE STE 490

LAS VEGAS
United States of America (USA)
89104

More information about GREENWOOD INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GREENWOOD INC. 401 (K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01DONNA WALTHALL DONNA WALTHALL2019-05-28
0012018-01-01
0012017-01-01DONNA WALTHALL DONNA WALTHALL2018-06-06
0012016-01-01DONNA WALTHALL DONNA WALTHALL2017-06-01
0012015-01-01DONNA WALTHALL DONNA WALTHALL2016-05-26
0012014-01-01DONNA WALTHALL DONNA WALTHALL2015-03-12
0012013-01-01DONNA WALTHALL DONNA WALTHALL2014-06-17
0012012-01-01DONNA WALTHALL DONNA WALTHALL2013-08-28
0012011-01-01DONNA WALTHALL DONNA WALTHALL2012-04-20
0012009-01-01DONNA WALTHALL DONNA WALTHALL2010-06-24
0012009-01-01DONNA WALTHALL DONNA WALTHALL2010-06-24

Plan Statistics for GREENWOOD INC. 401 (K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for GREENWOOD INC. 401 (K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2022: GREENWOOD INC. 401 (K) PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01103
Total number of active participants reported on line 7a of the Form 55002022-01-0178
Number of other retired or separated participants entitled to future benefits2022-01-0118
Total of all active and inactive participants2022-01-0196
Total participants2022-01-0196
Number of participants with account balances2022-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: GREENWOOD INC. 401 (K) PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-0195
Total number of active participants reported on line 7a of the Form 55002021-01-0187
Number of other retired or separated participants entitled to future benefits2021-01-0116
Total of all active and inactive participants2021-01-01103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01103
Number of participants with account balances2021-01-01103
2020: GREENWOOD INC. 401 (K) PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-0197
Total number of active participants reported on line 7a of the Form 55002020-01-0187
Number of other retired or separated participants entitled to future benefits2020-01-018
Total of all active and inactive participants2020-01-0195
Total participants2020-01-0195
Number of participants with account balances2020-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: GREENWOOD INC. 401 (K) PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-0192
Total number of active participants reported on line 7a of the Form 55002019-01-0191
Number of other retired or separated participants entitled to future benefits2019-01-016
Total of all active and inactive participants2019-01-0197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0197
Number of participants with account balances2019-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: GREENWOOD INC. 401 (K) PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-0194
Total number of active participants reported on line 7a of the Form 55002018-01-0187
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-015
Total of all active and inactive participants2018-01-0192
Total participants2018-01-0192
Number of participants with account balances2018-01-0190
2017: GREENWOOD INC. 401 (K) PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-0196
Total number of active participants reported on line 7a of the Form 55002017-01-0189
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-015
Total of all active and inactive participants2017-01-0194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0194
Number of participants with account balances2017-01-0194
2016: GREENWOOD INC. 401 (K) PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-0185
Total number of active participants reported on line 7a of the Form 55002016-01-0191
Number of other retired or separated participants entitled to future benefits2016-01-015
Total of all active and inactive participants2016-01-0196
Total participants2016-01-0196
2015: GREENWOOD INC. 401 (K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0198
Total number of active participants reported on line 7a of the Form 55002015-01-0185
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0110
Total of all active and inactive participants2015-01-0195
Total participants2015-01-0195
Number of participants with account balances2015-01-0195
2014: GREENWOOD INC. 401 (K) PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0194
Total number of active participants reported on line 7a of the Form 55002014-01-0191
Number of other retired or separated participants entitled to future benefits2014-01-017
Total of all active and inactive participants2014-01-0198
Total participants2014-01-0198
Number of participants with account balances2014-01-0189
2013: GREENWOOD INC. 401 (K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0190
Total number of active participants reported on line 7a of the Form 55002013-01-0185
Number of other retired or separated participants entitled to future benefits2013-01-019
Total of all active and inactive participants2013-01-0194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0194
Number of participants with account balances2013-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: GREENWOOD INC. 401 (K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01106
Total number of active participants reported on line 7a of the Form 55002012-01-0183
Number of other retired or separated participants entitled to future benefits2012-01-017
Total of all active and inactive participants2012-01-0190
Total participants2012-01-0190
Number of participants with account balances2012-01-0180
2011: GREENWOOD INC. 401 (K) PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01109
Total number of active participants reported on line 7a of the Form 55002011-01-0193
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0113
Total of all active and inactive participants2011-01-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01106
Number of participants with account balances2011-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: GREENWOOD INC. 401 (K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01113
Total number of active participants reported on line 7a of the Form 55002009-01-0191
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0110
Total of all active and inactive participants2009-01-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01102
Number of participants with account balances2009-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on GREENWOOD INC. 401 (K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2022 : GREENWOOD INC. 401 (K) PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total income from all sources2022-12-31$-1,112,605
Expenses. Total of all expenses incurred2022-12-31$1,377,643
Benefits paid (including direct rollovers)2022-12-31$1,377,643
Total plan assets at end of year2022-12-31$9,435,384
Total plan assets at beginning of year2022-12-31$11,925,632
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$425,866
Contributions received from other sources (not participants or employers)2022-12-31$58,992
Other income received2022-12-31$-1,824,417
Net income (gross income less expenses)2022-12-31$-2,490,248
Net plan assets at end of year (total assets less liabilities)2022-12-31$9,435,384
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$11,925,632
Assets. Value of participant loans2022-12-31$247,691
Total contributions received or receivable from employer(s)2022-12-31$226,954
2021 : GREENWOOD INC. 401 (K) PROFIT SHARING PLAN & TRUST 2021 401k financial data
Total income from all sources2021-12-31$2,320,459
Expenses. Total of all expenses incurred2021-12-31$1,901,194
Benefits paid (including direct rollovers)2021-12-31$1,861,773
Total plan assets at end of year2021-12-31$11,925,632
Total plan assets at beginning of year2021-12-31$11,506,367
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$415,907
Contributions received from other sources (not participants or employers)2021-12-31$39,627
Other income received2021-12-31$1,636,781
Net income (gross income less expenses)2021-12-31$419,265
Net plan assets at end of year (total assets less liabilities)2021-12-31$11,925,632
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$11,506,367
Assets. Value of participant loans2021-12-31$191,748
Total contributions received or receivable from employer(s)2021-12-31$228,144
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$39,421
2020 : GREENWOOD INC. 401 (K) PROFIT SHARING PLAN & TRUST 2020 401k financial data
Total income from all sources2020-12-31$1,514,578
Expenses. Total of all expenses incurred2020-12-31$250,564
Benefits paid (including direct rollovers)2020-12-31$250,564
Total plan assets at end of year2020-12-31$11,506,367
Total plan assets at beginning of year2020-12-31$10,242,353
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$390,102
Other income received2020-12-31$910,889
Net income (gross income less expenses)2020-12-31$1,264,014
Net plan assets at end of year (total assets less liabilities)2020-12-31$11,506,367
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$10,242,353
Assets. Value of participant loans2020-12-31$182,313
Total contributions received or receivable from employer(s)2020-12-31$213,587
2019 : GREENWOOD INC. 401 (K) PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total income from all sources2019-12-31$2,367,059
Expenses. Total of all expenses incurred2019-12-31$443,985
Benefits paid (including direct rollovers)2019-12-31$443,985
Total plan assets at end of year2019-12-31$10,242,353
Total plan assets at beginning of year2019-12-31$8,319,279
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$351,181
Other income received2019-12-31$1,816,365
Net income (gross income less expenses)2019-12-31$1,923,074
Net plan assets at end of year (total assets less liabilities)2019-12-31$10,242,353
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$8,319,279
Assets. Value of participant loans2019-12-31$243,806
Total contributions received or receivable from employer(s)2019-12-31$199,513
2018 : GREENWOOD INC. 401 (K) PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total income from all sources2018-12-31$168,868
Expenses. Total of all expenses incurred2018-12-31$433,336
Benefits paid (including direct rollovers)2018-12-31$430,666
Total plan assets at end of year2018-12-31$8,319,279
Total plan assets at beginning of year2018-12-31$8,583,747
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$359,960
Contributions received from other sources (not participants or employers)2018-12-31$31,640
Other income received2018-12-31$-423,904
Net income (gross income less expenses)2018-12-31$-264,468
Net plan assets at end of year (total assets less liabilities)2018-12-31$8,319,279
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$8,583,747
Assets. Value of participant loans2018-12-31$176,095
Total contributions received or receivable from employer(s)2018-12-31$201,172
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$2,670
2017 : GREENWOOD INC. 401 (K) PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total income from all sources2017-12-31$1,952,877
Expenses. Total of all expenses incurred2017-12-31$775,167
Benefits paid (including direct rollovers)2017-12-31$775,167
Total plan assets at end of year2017-12-31$8,583,747
Total plan assets at beginning of year2017-12-31$7,406,037
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$344,749
Other income received2017-12-31$1,399,516
Net income (gross income less expenses)2017-12-31$1,177,710
Net plan assets at end of year (total assets less liabilities)2017-12-31$8,583,747
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$7,406,037
Assets. Value of participant loans2017-12-31$242,290
Total contributions received or receivable from employer(s)2017-12-31$208,612
2016 : GREENWOOD INC. 401 (K) PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total income from all sources2016-12-31$1,015,026
Expenses. Total of all expenses incurred2016-12-31$478,912
Benefits paid (including direct rollovers)2016-12-31$476,344
Total plan assets at end of year2016-12-31$7,406,037
Total plan assets at beginning of year2016-12-31$6,869,923
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$292,892
Contributions received from other sources (not participants or employers)2016-12-31$60,113
Other income received2016-12-31$466,758
Net income (gross income less expenses)2016-12-31$536,114
Net plan assets at end of year (total assets less liabilities)2016-12-31$7,406,037
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$6,869,923
Assets. Value of participant loans2016-12-31$211,335
Total contributions received or receivable from employer(s)2016-12-31$195,263
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$2,568
2015 : GREENWOOD INC. 401 (K) PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources2015-12-31$612,667
Expenses. Total of all expenses incurred2015-12-31$625,386
Benefits paid (including direct rollovers)2015-12-31$623,016
Total plan assets at end of year2015-12-31$6,869,923
Total plan assets at beginning of year2015-12-31$6,882,642
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$246,204
Contributions received from other sources (not participants or employers)2015-12-31$11,920
Other income received2015-12-31$171,102
Net income (gross income less expenses)2015-12-31$-12,719
Net plan assets at end of year (total assets less liabilities)2015-12-31$6,869,923
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$6,882,642
Assets. Value of participant loans2015-12-31$234,488
Total contributions received or receivable from employer(s)2015-12-31$183,441
Value of certain deemed distributions of participant loans2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$2,370
2014 : GREENWOOD INC. 401 (K) PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources2014-12-31$1,150,530
Expenses. Total of all expenses incurred2014-12-31$120,098
Benefits paid (including direct rollovers)2014-12-31$118,292
Total plan assets at end of year2014-12-31$6,882,642
Total plan assets at beginning of year2014-12-31$5,852,210
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$263,308
Contributions received from other sources (not participants or employers)2014-12-31$215,740
Other income received2014-12-31$491,162
Net income (gross income less expenses)2014-12-31$1,030,432
Net plan assets at end of year (total assets less liabilities)2014-12-31$6,882,642
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$5,852,210
Assets. Value of participant loans2014-12-31$178,262
Total contributions received or receivable from employer(s)2014-12-31$180,320
Value of certain deemed distributions of participant loans2014-12-31$1,806
2013 : GREENWOOD INC. 401 (K) PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources2013-12-31$1,541,671
Expenses. Total of all expenses incurred2013-12-31$634,647
Benefits paid (including direct rollovers)2013-12-31$634,647
Total plan assets at end of year2013-12-31$5,852,210
Total plan assets at beginning of year2013-12-31$4,945,186
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$239,448
Contributions received from other sources (not participants or employers)2013-12-31$62,407
Other income received2013-12-31$1,075,145
Net income (gross income less expenses)2013-12-31$907,024
Net plan assets at end of year (total assets less liabilities)2013-12-31$5,852,210
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$4,945,186
Assets. Value of participant loans2013-12-31$156,935
Total contributions received or receivable from employer(s)2013-12-31$164,671
2012 : GREENWOOD INC. 401 (K) PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$988,127
Expenses. Total of all expenses incurred2012-12-31$1,367,776
Benefits paid (including direct rollovers)2012-12-31$1,365,286
Total plan assets at end of year2012-12-31$4,945,186
Total plan assets at beginning of year2012-12-31$5,324,835
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$209,871
Other income received2012-12-31$630,664
Net income (gross income less expenses)2012-12-31$-379,649
Net plan assets at end of year (total assets less liabilities)2012-12-31$4,945,186
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$5,324,835
Assets. Value of participant loans2012-12-31$195,961
Total contributions received or receivable from employer(s)2012-12-31$147,592
Value of certain deemed distributions of participant loans2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$2,490
2011 : GREENWOOD INC. 401 (K) PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources2011-12-31$294,181
Expenses. Total of all expenses incurred2011-12-31$453,727
Benefits paid (including direct rollovers)2011-12-31$453,727
Total plan assets at end of year2011-12-31$5,324,835
Total plan assets at beginning of year2011-12-31$5,484,381
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$229,990
Other income received2011-12-31$-81,625
Net income (gross income less expenses)2011-12-31$-159,546
Net plan assets at end of year (total assets less liabilities)2011-12-31$5,324,835
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$5,484,381
Assets. Value of participant loans2011-12-31$231,689
Total contributions received or receivable from employer(s)2011-12-31$145,816
2010 : GREENWOOD INC. 401 (K) PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total income from all sources2010-12-31$872,301
Expenses. Total of all expenses incurred2010-12-31$113,931
Benefits paid (including direct rollovers)2010-12-31$113,931
Total plan assets at end of year2010-12-31$5,484,381
Total plan assets at beginning of year2010-12-31$4,726,011
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$245,209
Other income received2010-12-31$472,926
Net income (gross income less expenses)2010-12-31$758,370
Net plan assets at end of year (total assets less liabilities)2010-12-31$5,484,381
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$4,726,011
Assets. Value of participant loans2010-12-31$291,687
Total contributions received or receivable from employer(s)2010-12-31$154,166

Form 5500 Responses for GREENWOOD INC. 401 (K) PROFIT SHARING PLAN & TRUST

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

Insurance Providers Used on plan

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG39982
Policy instance 1
Insurance contract or identification numberG39982
Number of Individuals Covered93
Insurance policy start date2022-08-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $32,466
Total amount of fees paid to insurance companyUSD $46,517
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $32,466
Insurance broker organization code?3
Amount paid for insurance broker fees46517
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG39982
Policy instance 1
Insurance contract or identification numberG39982
Number of Individuals Covered103
Insurance policy start date2021-08-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $47,202
Total amount of fees paid to insurance companyUSD $39,171
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $47,202
Amount paid for insurance broker fees39171
Additional information about fees paid to insurance brokerADVISORY FEE
Insurance broker organization code?3
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG39982
Policy instance 1
Insurance contract or identification numberG39982
Number of Individuals Covered95
Insurance policy start date2020-08-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $50,131
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $50,131
Additional information about fees paid to insurance brokerADVISORY FEES
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number874602
Policy instance 1
Insurance contract or identification number874602
Number of Individuals Covered102
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $12,541
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contracts With Unallocated Funds Deposit Administration1
Other information about contract401K RETIREMENT PLAN
Commission paid to Insurance BrokerUSD $12,541
Additional information about fees paid to insurance brokerINVESTMENT ADVISORY
Insurance broker organization code?3
Insurance broker nameACCESS FINANCIAL GROUP INC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number874602
Policy instance 1
Insurance contract or identification number874602
Number of Individuals Covered95
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $26,619
Total amount of fees paid to insurance companyUSD $830
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contracts With Unallocated Funds Deposit Administration1
Other information about contract401K RETIREMENT PLAN
Commission paid to Insurance BrokerUSD $26,619
Amount paid for insurance broker fees830
Additional information about fees paid to insurance brokerFINANCIAL ADVISORY
Insurance broker organization code?3
Insurance broker nameACCESS FINANCIAL GROUP INC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number874602
Policy instance 1
Insurance contract or identification number874602
Number of Individuals Covered89
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $24,597
Total amount of fees paid to insurance companyUSD $2,978
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contracts With Unallocated Funds Deposit Administration1
Other information about contract401K RETIREMENT PLAN
Commission paid to Insurance BrokerUSD $24,597
Amount paid for insurance broker fees2978
Additional information about fees paid to insurance brokerFINANCIAL ADVISORY
Insurance broker organization code?3
Insurance broker nameACCESS FINANCIAL GROUP INC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number874602
Policy instance 1
Insurance contract or identification number874602
Number of Individuals Covered82
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $15,621
Total amount of fees paid to insurance companyUSD $12,389
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contracts With Unallocated Funds Deposit Administration1
Other information about contract401K RETIREMENT PLAN
Commission paid to Insurance BrokerUSD $15,621
Amount paid for insurance broker fees12389
Additional information about fees paid to insurance brokerINVESTMENT ADVISORY
Insurance broker organization code?3
Insurance broker nameACCESS FINANCIAL GROUP INC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number874602
Policy instance 1
Insurance contract or identification number874602
Number of Individuals Covered80
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $55,282
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contracts With Unallocated Funds Deposit Administration1
Other information about contract401K RETIREMENT PLAN
Commission paid to Insurance BrokerUSD $55,282
Additional information about fees paid to insurance brokerINVESTMENT ADVISORY FEES
Insurance broker organization code?3
Insurance broker nameACCESS FINANCIAL GROUP INC

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