Gws Tool 401(K)Plan — Form 5500 plan (Gws Tool, 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, Gws Tool 401(K)Plan is a benefit plan reported by Gws Tool, LLC under EIN 36-4790066 and plan number 002. The latest loaded filing year is 2023. The filing reports 625 participants and $20,237,718 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gws Tool, LLC
- EIN
- 36-4790066
- Plan number
- 002
- Plan type
- 2
- Location
- Tavares, FL
- Latest filing year
- 2023
- Participants
- 625
- End-of-year plan assets
- $20,237,718
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 625 | H, C | 20241014072922NAL0025662225001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,237,718
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,237,718
- Net assets (BOY)
- $17,797,747
Income & contributions
- Employer contributions
- $977,360
- Participant contributions
- $1,943,162
- Total contributions
- $3,271,241
- Total income / additions
- $6,159,881
Expenses & distributions
- Benefits paid
- $3,620,488
- Administrative expenses
- $99,422
- Total expenses
- $3,719,910
- Net increase / (decrease)
- $2,439,971
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $47,182 | $0 | 2023 |
| Merrill Lynch Pierce Fenner | INVESTMENT ADVISOR | $42,382 | not reported in the loaded dataset | 2023 |
| July Business Services | CONTRACT ADMIN | $10,796 | $10,000 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $13,288 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company,LLC | OTHER | $400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Gws Tool, LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Tavares, FL
- Empower Annuity Insurance Company — Schedule C compensation
- Merrill Lynch Pierce Fenner — Schedule C compensation
- July Business Services — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Qdro Consultants Company,LLC — Schedule C compensation