Group W Inc. Employee Stock Ownership Plan — Form 5500 plan (Group W 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, Group W Inc. Employee Stock Ownership Plan is a benefit plan reported by Group W Inc. under EIN 20-0795636 and plan number 002. The latest loaded filing year is 2023. The filing reports 188 participants and $24,639,277 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$24.6MPlan net assets, end of year$24,639,277
Participants188Covered participants reported
Assets / participant$131.1KComputed: assets ÷ participants$131,060 (computed)
Provider compensationNone reported
Plan sponsor
Group W Inc.
EIN
20-0795636
Plan number
002
Plan type
2
Location
Vienna, VA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023188H20241011095318NAL0021626753001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$24.6M total assets
Net assets$24.6MLiabilities$0
Money in vs. money out
Total income / additions$3M
Total expenses$1.1M
Benefits paid / distributions$1.1M
Full reported line items

Net assets

Total assets (EOY)
$24,639,277
Total liabilities (EOY)
$0
Net assets (EOY)
$24,639,277
Net assets (BOY)
$22,750,883

Income & contributions

Total contributions
$0
Total income / additions
$2,952,347

Expenses & distributions

Benefits paid
$1,063,953
Administrative expenses
$0
Total expenses
$1,063,953
Net increase / (decrease)
$1,888,394

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages