The Greentree Group, Inc. Profit Sharing Plan
The Greentree Group, Inc., Beavercreek OH. Employer ID 311369924, plan number 001. Annual reports on file for 2009 to 2025.
Where the money went
- Filed 2009-2025The Greentree Group, Inc. Profit Sharing Plan, The Greentree Group, Inc.
- TodayThe Greentree Group, Inc. Profit Sharing Plan still files. Fidelity Investments Institutional keeps the records. That is where to ask.
Records are kept by Fidelity Investments Institutional, per the 2025 filing.
Left in 2012? You may be owed employer money
- In plan year 2012, active participants fell from 69 to 54 (22%), and 16 people left before they were fully vested. When a plan loses about 20% or more of its participants in a year, the IRS presumes a partial plan termination (Revenue Ruling 2007-43). Everyone who left in that period must then be fully vested in the employer's contributions. Filing
This is a reason to ask the plan, not a finding. The plan decides, and it may show the drop was routine.
Worked here?
Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.
Events in the filings
No unusual events.
People in the plan
"Separated, still owed" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
| Plan year | Participants | Separated, still owed | Source |
|---|---|---|---|
| 2014 | 118 | 33 | Filing |
| 2015 | 127 | 33 | Filing |
| 2016 | 130 | 34 | Filing |
| 2017 | 149 | 41 | Filing |
| 2018 | 161 | 48 | Filing |
| 2019 | 166 | 42 | Filing |
| 2020 | 192 | 58 | Filing |
| 2021 | 212 | 62 | Filing |
| 2022 | 216 | 60 | Filing |
| 2023 | 221 | 64 | Filing |
| 2024 | 214 | 45 | Filing |
| 2025 | 227 | 53 | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.