Original filing (PDF)20231013091231NAL0032828273001

GREENBERG & COMPANY

Name: GREENBERG & COMPANY — GREENBERG & COMPANY 401(K) PLAN, Form 5500 (2022)
Creator: GREENBERG & COMPANY

Form 5500-SF

FILING_RECEIVED

GREENBERG & COMPANY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 GREENBERG & COMPANY.

Plan sponsor

Name

GREENBERG & COMPANY

EIN

52-2136819

Address

29325 CHAGRIN BOULEVARD · SUITE 105 · PEPPER PIKE, OH · 44122

Phone

(216) 595-3232

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-13

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2G · Total participant-directed accounts

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

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

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