Godfrey & Wing, LLC Retirement Savings Plan — Form 5500 plan (Godfrey & Wing, 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, Godfrey & Wing, LLC Retirement Savings Plan is a benefit plan reported by Godfrey & Wing, LLC under EIN 84-2434670 and plan number 001. The latest loaded filing year is 2023. The filing reports 145 participants and $4,104,286 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Godfrey & Wing, LLC
EIN
84-2434670
Plan number
001
Plan type
2
Location
Aurora, OH
Latest filing year
2023
Participants
145
End-of-year plan assets
$4,104,286

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023145H, C20241015134334NAL0016517907001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,104,286
Total liabilities (EOY)
$0
Net assets (EOY)
$4,104,286
Net assets (BOY)
$3,958,354

Income & contributions

Employer contributions
$320,860
Participant contributions
$377,600
Total contributions
$713,937
Total income / additions
$1,309,999

Expenses & distributions

Benefits paid
$1,156,512
Administrative expenses
$7,555
Total expenses
$1,164,067
Net increase / (decrease)
$145,932

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Global Retirement PartnersINVESTMENT ADVISORY$0$11,6682023
Trinity Pension ConsultantsTPA$0$1,3842023
M2b Retirement ConsultingTPA$0$9702023

Related Form 5500 pages