Original filing (PDF)20240118085353NAL0001964675001

MAX GREELEY & SONS

Name: MAX GREELEY & SONS — MAX GREELEY & SONS PROFIT SHARING PLAN, Form 5500 (2023)
Creator: MAX GREELEY & SONS

Form 5500-SF

FILING_RECEIVED

MAX GREELEY & SONS PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MAX GREELEY & SONS.

Plan sponsor

Name

MAX GREELEY & SONS

EIN

24-0858700

Address

2 SOUTH MAIN ST. · COUDERSPORT, PA · 16915

Phone

(814) 274-7094

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-01-18

Pension benefit codes

2E · Profit-sharing

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Retail Trade plans

VAILSGATE TIRE AND AUTO INC

VAILSGATE TIRE AND AUTO INC 401K

HOLT COUNTY TIRE INC.

HOLT COUNTY TIRE INC 401(K) PLAN

EASTERN TIRE SERVICES INC

EASTERN TIRE SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST

AUTOMOTIVE HARD PARTS, INC.

BAGNELL SAFE HARBOR 401(K) PLAN

CLEAN DIESEL SPECIALISTS, SO CAL INC.

CLEAN DIESEL SPECIALISTS, SO CAL INC. 401K PROFIT SHARING PLAN