G & W Equipment, Inc — Form 5500 filings & benefit plans
Form 5500 plan sponsor 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 (EIN 56-1630404) is a plan sponsor located in Charlotte, NC with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 56-1630404
- Location
- Charlotte, NC
- Loaded plans
- 2
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $21,961,507
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $21,961,507
Contributions & income
- Employer contributions
- $1,544,758
- Participant contributions
- $1,857,089
- Total income / additions
- $6,767,183
Expenses & distributions
- Benefits paid / distributions
- $3,072,729
- Total expenses
- $3,111,623
- Net increase / (decrease)
- $3,655,560
Coverage
- Total reported participants
- 683
- Plans with financial statements
- 1
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| G & W Equipment, Inc. 401(K) Profit Sharing Plan And Trust | 001 | 371 | $21,961,507 | 2023 |
| G&W Equipment, Inc. Employee Benefit Plan | 501 | 312 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | G&W Equipment, Inc. Employee Benefit Plan | 312 | C | 20240719125232NAL0007172465001 |
| 2023 | G & W Equipment, Inc. 401(K) Profit Sharing Plan And Trust | 371 | H, C | 20240731181741NAL0022895425001 |