Original filing (PDF)20250123194121NAL0004032499001

W.B. GREEN & COMPANY, INC.

Name: W.B. GREEN & COMPANY, INC. — W.B. GREEN & COMPANY, INC. PROFIT SHARING PLAN, Form 5500 (2023)
Creator: W.B. GREEN & COMPANY, INC.

Form 5500-SF

FILING_RECEIVED

W.B. GREEN & COMPANY, INC. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan health score

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for W.B. GREEN & COMPANY, INC..

Plan sponsor

Name

W.B. GREEN & COMPANY, INC.

EIN

31-0715304

Address

626 WHEELING AVE. · CAMBRIDGE, OH · 437252252

Phone

(740) 439-1329

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-01-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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