Gwbd 401(K) Retirement Plan — Form 5500 plan (Gwbd Operations, 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, Gwbd 401(K) Retirement Plan is a benefit plan reported by Gwbd Operations, Inc. under EIN 86-1466260 and plan number 001. The latest loaded filing year is 2023. The filing reports 207 participants and $9,781,863 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gwbd Operations, Inc.
EIN
86-1466260
Plan number
001
Plan type
2
Location
Grandview, MO
Latest filing year
2023
Participants
207
End-of-year plan assets
$9,781,863

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023207H, C20240528151337NAL0017927504001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,781,863
Total liabilities (EOY)
$0
Net assets (EOY)
$9,781,863
Net assets (BOY)
$7,147,164

Income & contributions

Employer contributions
$955,212
Participant contributions
$631,233
Total contributions
$1,658,001
Total income / additions
$3,002,078

Expenses & distributions

Benefits paid
$329,028
Administrative expenses
$38,351
Total expenses
$367,379
Net increase / (decrease)
$2,634,699

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capital Group Retirement Plan ServiRECORDKEEPER$16,552not reported in the loaded dataset2023
Global Retirement Partners LLCINVESTMENT ADVISOR$16,335not reported in the loaded dataset2023

Related Form 5500 pages