Gwp 401(K) Profit Sharing Retirement Plan — Form 5500 plan (Gwp Holdings LLC)
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, Gwp 401(K) Profit Sharing Retirement Plan is a benefit plan reported by Gwp Holdings LLC under EIN 20-3785326 and plan number 003. The latest loaded filing year is 2023. The filing reports 762 participants and $33,447,345 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gwp Holdings LLC
- EIN
- 20-3785326
- Plan number
- 003
- Plan type
- 2
- Location
- Sumner, WA
- Latest filing year
- 2023
- Participants
- 762
- End-of-year plan assets
- $33,447,345
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 762 | H, C | 20241003095425NAL0005638163001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,447,345
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,447,345
- Net assets (BOY)
- $27,234,216
Income & contributions
- Employer contributions
- $928,532
- Participant contributions
- $3,284,345
- Total contributions
- $4,975,869
- Total income / additions
- $9,692,266
Expenses & distributions
- Benefits paid
- $3,494,438
- Administrative expenses
- -$17,144
- Total expenses
- $3,479,137
- Net increase / (decrease)
- $6,213,129
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial LLC | ADVISOR | $0 | $48,821 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$17,144 | $0 | 2023 |