2023 Form 5500 filing — Gwbd 401(K) Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240528151337NAL0017927504001) for Gwbd 401(K) Retirement Plan, reported by Gwbd Operations, Inc. under EIN 86-1466260 and plan number 001. It reports 207 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240528151337NAL0017927504001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gwbd Operations, Inc.
- EIN
- 86-1466260
- Plan number
- 001
- Location
- Grandview, MO
- Participants
- 207
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,781,863
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,781,863
- Employer contributions
- $955,212
- Participant contributions
- $631,233
- Total income / additions
- $3,002,078
- Benefits paid
- $329,028
- Administrative expenses
- $38,351
- Total expenses
- $367,379
- Net increase / (decrease)
- $2,634,699
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Group Retirement Plan Servi | RECORDKEEPER | $16,552 | not reported in the loaded dataset |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $16,335 | not reported in the loaded dataset |