Growth Wise Consulting Inc. Retirement Plan — Form 5500 plan (Growth Wise Consulting 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, Growth Wise Consulting Inc. Retirement Plan is a benefit plan reported by Growth Wise Consulting Inc. under EIN 92-3395546 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $176,169 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Growth Wise Consulting Inc.
- EIN
- 92-3395546
- Plan number
- 001
- Plan type
- 2
- Location
- Laguna Niguel, CA
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $176,169
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240429235925NAL0012817617001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $176,169
- Net assets (EOY)
- $176,169
- Net assets (BOY)
- $0
Income & contributions
- Total income / additions
- $176,169
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $176,169
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.