Nolato Gw Employee Retirement Savings Plan — Form 5500 plan (Nolato Gw, Inc.)

Plain-English plan 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, Nolato Gw Employee Retirement Savings Plan is a benefit plan reported by Nolato Gw, Inc. under EIN 03-0286604 and plan number 003. The latest loaded filing year is 2023. The filing reports 577 participants and $45,853,487 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Nolato Gw, Inc.
EIN
03-0286604
Plan number
003
Plan type
2
Location
Bethel, VT
Latest filing year
2023
Participants
577
End-of-year plan assets
$45,853,487

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023577H, C20241010105226NAL0009927379001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$45,853,487
Total liabilities (EOY)
$0
Net assets (EOY)
$45,853,487
Net assets (BOY)
$44,324,899

Income & contributions

Employer contributions
$1,854,738
Participant contributions
$1,938,511
Total contributions
$3,835,158
Total income / additions
$10,708,314

Expenses & distributions

Benefits paid
$9,116,841
Administrative expenses
$62,885
Total expenses
$9,179,726
Net increase / (decrease)
$1,528,588

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$52,721$02023
Strategic Advisors, Inc.ADVISOR$10,214not reported in the loaded dataset2023

Related Form 5500 pages