G.W. Research, Inc. Retirement Plan — Form 5500 plan (G.W. Research, 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, G.W. Research, Inc. Retirement Plan is a benefit plan reported by G.W. Research, Inc. under EIN 26-2229798 and plan number 001. The latest loaded filing year is 2023. The filing reports 7 participants and $3,798,221 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- G.W. Research, Inc.
- EIN
- 26-2229798
- Plan number
- 001
- Plan type
- 2
- Location
- Chula Vista, CA
- Latest filing year
- 2023
- Participants
- 7
- End-of-year plan assets
- $3,798,221
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7 | I | 20241008154732NAL0017912625001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,798,221
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,798,221
- Net assets (BOY)
- $3,546,583
Income & contributions
- Employer contributions
- $300,000
- Participant contributions
- $0
- Total income / additions
- $365,042
Expenses & distributions
- Benefits paid
- $98,032
- Administrative expenses
- $15,372
- Total expenses
- $113,404
- Net increase / (decrease)
- $251,638
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.