2023 Form 5500 filing — Gwp 401(K) Profit Sharing Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241003095425NAL0005638163001) for Gwp 401(K) Profit Sharing Retirement Plan, reported by Gwp Holdings LLC under EIN 20-3785326 and plan number 003. It reports 762 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003095425NAL0005638163001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gwp Holdings LLC
- EIN
- 20-3785326
- Plan number
- 003
- Location
- Sumner, WA
- Participants
- 762
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,447,345
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,447,345
- Employer contributions
- $928,532
- Participant contributions
- $3,284,345
- Total income / additions
- $9,692,266
- Benefits paid
- $3,494,438
- Administrative expenses
- -$17,144
- Total expenses
- $3,479,137
- Net increase / (decrease)
- $6,213,129
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial LLC | ADVISOR | $0 | $48,821 |
| Fidelity Investments Institutional | RECORDKEEPER | -$17,144 | $0 |