Group W Inc. 401(K) Plan — Form 5500 plan (Group W 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, Group W Inc. 401(K) Plan is a benefit plan reported by Group W Inc. under EIN 20-0795636 and plan number 001. The latest loaded filing year is 2023. The filing reports 148 participants and $46,066,384 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Group W Inc.
- EIN
- 20-0795636
- Plan number
- 001
- Plan type
- 2
- Location
- Vienna, VA
- Latest filing year
- 2023
- Participants
- 148
- End-of-year plan assets
- $46,066,384
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 148 | H, C | 20241003070858NAL0017127696001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $46,066,384
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,066,384
- Net assets (BOY)
- $37,626,199
Income & contributions
- Employer contributions
- $1,310,167
- Participant contributions
- $1,346,073
- Total contributions
- $2,701,849
- Total income / additions
- $10,286,581
Expenses & distributions
- Benefits paid
- $1,831,518
- Administrative expenses
- $14,878
- Total expenses
- $1,846,396
- Net increase / (decrease)
- $8,440,185
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $14,878 | $0 | 2023 |