Civic Intelligence

The Greentree Group Inc.

Plan context: The Greentree Group Inc. 401K Profit Sharing Plan and Trust

EIN 31-1369924 • Beavercreek, OH • 32 filings • 4 plans

1360 Technology CourtSuite 100Beavercreek, OH 45430
Current Snapshot

Latest Year

2024

2024 Participants

167

2024 Assets

$13,889,884

2024 Contributions

$1,627,044

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$13,889,884$6,944,942$0199920132024YearValue
$13,889,884Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

167840199920122024YearValue
167Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20242167$13,889,884$1,627,044$9,743iApproximate average salary by contribution assumption: employee only about $243,569 at 4% or $162,380 at 6%; with 50% employer match about $162,380 at 4% or $108,253 at 6%; with 100% employer match about $121,785 at 4% or $81,190 at 6%.
The Greentree Group Inc. 401K Profit Sharing Plan and Trust-167$13,889,884$1,627,044$9,743iApproximate average salary by contribution assumption: employee only about $243,569 at 4% or $162,380 at 6%; with 50% employer match about $162,380 at 4% or $108,253 at 6%; with 100% employer match about $121,785 at 4% or $81,190 at 6%.
The Greentree Group-164---
20232156$12,559,476$1,478,182$9,476iApproximate average salary by contribution assumption: employee only about $236,888 at 4% or $157,925 at 6%; with 50% employer match about $157,925 at 4% or $105,284 at 6%; with 100% employer match about $118,444 at 4% or $78,963 at 6%.
The Greentree Group Inc. 401K Profit Sharing Plan and Trust-155$12,559,476$1,478,182$9,537iApproximate average salary by contribution assumption: employee only about $238,416 at 4% or $158,944 at 6%; with 50% employer match about $158,944 at 4% or $105,963 at 6%; with 100% employer match about $119,208 at 4% or $79,472 at 6%.
The Greentree Group-156---
20223155$10,084,201$1,693,252$10,924iApproximate average salary by contribution assumption: employee only about $273,105 at 4% or $182,070 at 6%; with 50% employer match about $182,070 at 4% or $121,380 at 6%; with 100% employer match about $136,553 at 4% or $91,035 at 6%.
The Greentree Group Inc. 401K Profit Sharing Plan and Trust-154$10,084,201$1,693,252$10,995iApproximate average salary by contribution assumption: employee only about $274,879 at 4% or $183,252 at 6%; with 50% employer match about $183,252 at 4% or $122,168 at 6%; with 100% employer match about $137,439 at 4% or $91,626 at 6%.
The Greentree Group-155---
The Greentree Group Medical Plan-0---
20212148$11,447,055$1,386,899$9,371iApproximate average salary by contribution assumption: employee only about $234,273 at 4% or $156,182 at 6%; with 50% employer match about $156,182 at 4% or $104,122 at 6%; with 100% employer match about $117,137 at 4% or $78,091 at 6%.
The Greentree Group Inc. 401K Profit Sharing Plan and Trust-148$11,447,055$1,386,899$9,371iApproximate average salary by contribution assumption: employee only about $234,273 at 4% or $156,182 at 6%; with 50% employer match about $156,182 at 4% or $104,122 at 6%; with 100% employer match about $117,137 at 4% or $78,091 at 6%.
The Greentree Group-142---
20202134$10,029,864$1,208,093$9,016iApproximate average salary by contribution assumption: employee only about $225,390 at 4% or $150,260 at 6%; with 50% employer match about $150,260 at 4% or $100,174 at 6%; with 100% employer match about $112,695 at 4% or $75,130 at 6%.
The Greentree Group Inc. 401K Profit Sharing Plan and Trust-134$10,029,864$1,208,093$9,016iApproximate average salary by contribution assumption: employee only about $225,390 at 4% or $150,260 at 6%; with 50% employer match about $150,260 at 4% or $100,174 at 6%; with 100% employer match about $112,695 at 4% or $75,130 at 6%.
The Greentree Group-129---
20191122$7,986,320$1,050,238$8,609iApproximate average salary by contribution assumption: employee only about $215,213 at 4% or $143,475 at 6%; with 50% employer match about $143,475 at 4% or $95,650 at 6%; with 100% employer match about $107,606 at 4% or $71,738 at 6%.
The Greentree Group Inc. 401K Profit Sharing Plan and Trust-122$7,986,320$1,050,238$8,609iApproximate average salary by contribution assumption: employee only about $215,213 at 4% or $143,475 at 6%; with 50% employer match about $143,475 at 4% or $95,650 at 6%; with 100% employer match about $107,606 at 4% or $71,738 at 6%.
20181111$6,894,352$965,851$8,701iApproximate average salary by contribution assumption: employee only about $217,534 at 4% or $145,023 at 6%; with 50% employer match about $145,023 at 4% or $96,682 at 6%; with 100% employer match about $108,767 at 4% or $72,511 at 6%.
The Greentree Group Inc. 401K Profit Sharing Plan and Trust-111$6,894,352$965,851$8,701iApproximate average salary by contribution assumption: employee only about $217,534 at 4% or $145,023 at 6%; with 50% employer match about $145,023 at 4% or $96,682 at 6%; with 100% employer match about $108,767 at 4% or $72,511 at 6%.
20171106$7,464,999$1,077,281$10,163iApproximate average salary by contribution assumption: employee only about $254,076 at 4% or $169,384 at 6%; with 50% employer match about $169,384 at 4% or $112,923 at 6%; with 100% employer match about $127,038 at 4% or $84,692 at 6%.
The Greentree Group Inc. 401K Profit Sharing Plan and Trust-106$7,464,999$1,077,281$10,163iApproximate average salary by contribution assumption: employee only about $254,076 at 4% or $169,384 at 6%; with 50% employer match about $169,384 at 4% or $112,923 at 6%; with 100% employer match about $127,038 at 4% or $84,692 at 6%.
2016193$6,450,606$569,908$6,128iApproximate average salary by contribution assumption: employee only about $153,201 at 4% or $102,134 at 6%; with 50% employer match about $102,134 at 4% or $68,089 at 6%; with 100% employer match about $76,601 at 4% or $51,067 at 6%.
The Greentree Group Inc. 401K Profit Sharing Plan and Trust-93$6,450,606$569,908$6,128iApproximate average salary by contribution assumption: employee only about $153,201 at 4% or $102,134 at 6%; with 50% employer match about $102,134 at 4% or $68,089 at 6%; with 100% employer match about $76,601 at 4% or $51,067 at 6%.
2015191$7,256,419$598,351$6,575iApproximate average salary by contribution assumption: employee only about $164,382 at 4% or $109,588 at 6%; with 50% employer match about $109,588 at 4% or $73,059 at 6%; with 100% employer match about $82,191 at 4% or $54,794 at 6%.
The Greentree Group Inc. 401K Profit Sharing Plan and Trust-91$7,256,419$598,351$6,575iApproximate average salary by contribution assumption: employee only about $164,382 at 4% or $109,588 at 6%; with 50% employer match about $109,588 at 4% or $73,059 at 6%; with 100% employer match about $82,191 at 4% or $54,794 at 6%.
2014182$7,057,858$592,369$7,224iApproximate average salary by contribution assumption: employee only about $180,600 at 4% or $120,400 at 6%; with 50% employer match about $120,400 at 4% or $80,267 at 6%; with 100% employer match about $90,300 at 4% or $60,200 at 6%.
The Greentree Group Inc. 401K Profit Sharing Plan and Trust-82$7,057,858$592,369$7,224iApproximate average salary by contribution assumption: employee only about $180,600 at 4% or $120,400 at 6%; with 50% employer match about $120,400 at 4% or $80,267 at 6%; with 100% employer match about $90,300 at 4% or $60,200 at 6%.
2013163$6,918,375$383,268$6,084iApproximate average salary by contribution assumption: employee only about $152,090 at 4% or $101,394 at 6%; with 50% employer match about $101,394 at 4% or $67,596 at 6%; with 100% employer match about $76,045 at 4% or $50,697 at 6%.
The Greentree Group Inc. 401K Profit Sharing Plan and Trust-63$6,918,375$383,268$6,084iApproximate average salary by contribution assumption: employee only about $152,090 at 4% or $101,394 at 6%; with 50% employer match about $101,394 at 4% or $67,596 at 6%; with 100% employer match about $76,045 at 4% or $50,697 at 6%.
2012154$6,440,311$423,178$7,837iApproximate average salary by contribution assumption: employee only about $195,916 at 4% or $130,610 at 6%; with 50% employer match about $130,610 at 4% or $87,074 at 6%; with 100% employer match about $97,958 at 4% or $65,305 at 6%.
The Greentree Group Inc. 401K Profit Sharing Plan and Trust-54$6,440,311$423,178$7,837iApproximate average salary by contribution assumption: employee only about $195,916 at 4% or $130,610 at 6%; with 50% employer match about $130,610 at 4% or $87,074 at 6%; with 100% employer match about $97,958 at 4% or $65,305 at 6%.
2011169$7,225,797$1,001,341$14,512iApproximate average salary by contribution assumption: employee only about $362,805 at 4% or $241,870 at 6%; with 50% employer match about $241,870 at 4% or $161,247 at 6%; with 100% employer match about $181,402 at 4% or $120,935 at 6%.
The Greentree Group Inc. 401K Profit Sharing Plan and Trust-69$7,225,797$1,001,341$14,512iApproximate average salary by contribution assumption: employee only about $362,805 at 4% or $241,870 at 6%; with 50% employer match about $241,870 at 4% or $161,247 at 6%; with 100% employer match about $181,402 at 4% or $120,935 at 6%.
2010175$7,586,888$971,907$12,959iApproximate average salary by contribution assumption: employee only about $323,969 at 4% or $215,979 at 6%; with 50% employer match about $215,979 at 4% or $143,986 at 6%; with 100% employer match about $161,985 at 4% or $107,990 at 6%.
The Greentree Group Inc. 401K Profit Sharing Plan and Trust-75$7,586,888$971,907$12,959iApproximate average salary by contribution assumption: employee only about $323,969 at 4% or $215,979 at 6%; with 50% employer match about $215,979 at 4% or $143,986 at 6%; with 100% employer match about $161,985 at 4% or $107,990 at 6%.
2009175$6,983,572$879,939$11,733iApproximate average salary by contribution assumption: employee only about $293,313 at 4% or $195,542 at 6%; with 50% employer match about $195,542 at 4% or $130,361 at 6%; with 100% employer match about $146,657 at 4% or $97,771 at 6%.
The Greentree Group Inc. 401K Profit Sharing Plan and Trust-75$6,983,572$879,939$11,733iApproximate average salary by contribution assumption: employee only about $293,313 at 4% or $195,542 at 6%; with 50% employer match about $195,542 at 4% or $130,361 at 6%; with 100% employer match about $146,657 at 4% or $97,771 at 6%.
2008166$5,222,600$1,038,897$15,741iApproximate average salary by contribution assumption: employee only about $393,522 at 4% or $262,348 at 6%; with 50% employer match about $262,348 at 4% or $174,898 at 6%; with 100% employer match about $196,761 at 4% or $131,174 at 6%.
The Greentree Group Inc. 401K Profit Sharing Plan and Trust-66$5,222,600$1,038,897$15,741iApproximate average salary by contribution assumption: employee only about $393,522 at 4% or $262,348 at 6%; with 50% employer match about $262,348 at 4% or $174,898 at 6%; with 100% employer match about $196,761 at 4% or $131,174 at 6%.
2007178$0$0-
The Greentree Group Inc. 401K Profit Sharing Plan and Trust-78---
2006164$6,812,777$1,006,263$15,723iApproximate average salary by contribution assumption: employee only about $393,071 at 4% or $262,048 at 6%; with 50% employer match about $262,048 at 4% or $174,698 at 6%; with 100% employer match about $196,536 at 4% or $131,024 at 6%.
The Greentree Group Inc. 401K Profit Sharing Plan and Trust-64$6,812,777$1,006,263$15,723iApproximate average salary by contribution assumption: employee only about $393,071 at 4% or $262,048 at 6%; with 50% employer match about $262,048 at 4% or $174,698 at 6%; with 100% employer match about $196,536 at 4% or $131,024 at 6%.
2005173$6,015,044$1,258,124$17,235iApproximate average salary by contribution assumption: employee only about $430,864 at 4% or $287,243 at 6%; with 50% employer match about $287,243 at 4% or $191,495 at 6%; with 100% employer match about $215,432 at 4% or $143,621 at 6%.
The Greentree Group Inc. 401K Profit Sharing Plan and Trust-73$6,015,044$1,258,124$17,235iApproximate average salary by contribution assumption: employee only about $430,864 at 4% or $287,243 at 6%; with 50% employer match about $287,243 at 4% or $191,495 at 6%; with 100% employer match about $215,432 at 4% or $143,621 at 6%.
2004182$4,610,042$771,950$9,414iApproximate average salary by contribution assumption: employee only about $235,351 at 4% or $156,900 at 6%; with 50% employer match about $156,900 at 4% or $104,600 at 6%; with 100% employer match about $117,675 at 4% or $78,450 at 6%.
The Greentree Group Inc. 401K Profit Sharing Plan and Trust-82$4,610,042$771,950$9,414iApproximate average salary by contribution assumption: employee only about $235,351 at 4% or $156,900 at 6%; with 50% employer match about $156,900 at 4% or $104,600 at 6%; with 100% employer match about $117,675 at 4% or $78,450 at 6%.
2003173$3,585,228$749,160$10,262iApproximate average salary by contribution assumption: employee only about $256,562 at 4% or $171,041 at 6%; with 50% employer match about $171,041 at 4% or $114,027 at 6%; with 100% employer match about $128,281 at 4% or $85,521 at 6%.
The Greentree Group Inc. 401K Profit Sharing Plan and Trust-73$3,585,228$749,160$10,262iApproximate average salary by contribution assumption: employee only about $256,562 at 4% or $171,041 at 6%; with 50% employer match about $171,041 at 4% or $114,027 at 6%; with 100% employer match about $128,281 at 4% or $85,521 at 6%.
2002164$2,399,055$854,954$13,359iApproximate average salary by contribution assumption: employee only about $333,966 at 4% or $222,644 at 6%; with 50% employer match about $222,644 at 4% or $148,430 at 6%; with 100% employer match about $166,983 at 4% or $111,322 at 6%.
The Greentree Group Inc. 401K Profit Sharing Plan and Trust-64$2,399,055$854,954$13,359iApproximate average salary by contribution assumption: employee only about $333,966 at 4% or $222,644 at 6%; with 50% employer match about $222,644 at 4% or $148,430 at 6%; with 100% employer match about $166,983 at 4% or $111,322 at 6%.
2001163$0$0-
The Greentree Group Inc. 401K Profit Sharing Plan and Trust-63---
2000148$1,723,840$532,502$11,094iApproximate average salary by contribution assumption: employee only about $277,345 at 4% or $184,897 at 6%; with 50% employer match about $184,897 at 4% or $123,264 at 6%; with 100% employer match about $138,672 at 4% or $92,448 at 6%.
The Greentree Group Inc. 401K Profit Sharing Plan and Trust-48$1,723,840$532,502$11,094iApproximate average salary by contribution assumption: employee only about $277,345 at 4% or $184,897 at 6%; with 50% employer match about $184,897 at 4% or $123,264 at 6%; with 100% employer match about $138,672 at 4% or $92,448 at 6%.
1999134$1,373,839$342,233$10,066iApproximate average salary by contribution assumption: employee only about $251,642 at 4% or $167,761 at 6%; with 50% employer match about $167,761 at 4% or $111,841 at 6%; with 100% employer match about $125,821 at 4% or $83,881 at 6%.
The Greentree Group Inc. 401K Profit Sharing Plan and Trust-34$1,373,839$342,233$10,066iApproximate average salary by contribution assumption: employee only about $251,642 at 4% or $167,761 at 6%; with 50% employer match about $167,761 at 4% or $111,841 at 6%; with 100% employer match about $125,821 at 4% or $83,881 at 6%.