Bankwell Financial Group, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Bankwell Financial Group, Inc. (EIN 20-8251355) is a plan sponsor located in New Canaan, CT with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
20-8251355
Location
New Canaan, CT
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$13,545,967
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$13,545,967

Contributions & income

Employer contributions
$289,135
Participant contributions
$1,208,447
Total income / additions
$3,802,531

Expenses & distributions

Benefits paid / distributions
$3,076,420
Total expenses
$3,115,325
Net increase / (decrease)
$687,206

Coverage

Total reported participants
345
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Bankwell Financial Group, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Bankwell Financial Group, Inc. And Its Subsidiaries And Affiliates 401(K) Plan001207$13,545,9672023
Bankwell Financial Group Health And Welfare Plan503138not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Bankwell Financial Group, Inc.
YearPlanParticipantsSchedulesFiling
2023Bankwell Financial Group Health And Welfare Plan13820240904105053NAL0040946018001
2023Bankwell Financial Group, Inc. And Its Subsidiaries And Affiliates 401(K) Plan207H, C20241007095027NAL0015901313001

Related Form 5500 pages