G & W Equipment, Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (G & W Equipment, 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 Equipment, Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by G & W Equipment, Inc. under EIN 56-1630404 and plan number 001. The latest loaded filing year is 2023. The filing reports 371 participants and $21,961,507 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
G & W Equipment, Inc.
EIN
56-1630404
Plan number
001
Plan type
2
Location
Charlotte, NC
Latest filing year
2023
Participants
371
End-of-year plan assets
$21,961,507

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023371H, C20240731181741NAL0022895425001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,961,507
Total liabilities (EOY)
$0
Net assets (EOY)
$21,961,507
Net assets (BOY)
$18,305,947

Income & contributions

Employer contributions
$1,544,758
Participant contributions
$1,857,089
Total contributions
$3,491,568
Total income / additions
$6,767,183

Expenses & distributions

Benefits paid
$3,072,729
Administrative expenses
$38,894
Total expenses
$3,111,623
Net increase / (decrease)
$3,655,560

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Trinity Pension Group LLCTPA$29,569not reported in the loaded dataset2023
Capital Group Retirement Plan SvcRECORDKEEPER$7,675$02023
Charles W Snader PcAUDITOR$7,050not reported in the loaded dataset2023

Related Form 5500 pages