Galloway & Company, Inc. 401(K) Plan — Form 5500 plan (Galloway & Company, 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, Galloway & Company, Inc. 401(K) Plan is a benefit plan reported by Galloway & Company, Inc. under EIN 84-1072642 and plan number 001. The latest loaded filing year is 2023. The filing reports 333 participants and $24,207,269 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Galloway & Company, Inc.
- EIN
- 84-1072642
- Plan number
- 001
- Plan type
- 2
- Location
- Greenwood Village, CO
- Latest filing year
- 2023
- Participants
- 333
- End-of-year plan assets
- $24,207,269
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 333 | H, C | 20241004100427NAL0005606035001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,207,269
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,207,269
- Net assets (BOY)
- $18,602,571
Income & contributions
- Employer contributions
- $1,250,498
- Participant contributions
- $1,910,790
- Total contributions
- $3,634,301
- Total income / additions
- $6,920,314
Expenses & distributions
- Benefits paid
- $1,187,787
- Administrative expenses
- $127,829
- Total expenses
- $1,315,616
- Net increase / (decrease)
- $5,604,698
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Onedigital Investment Advisors | INVESTMENT ADVISOR | $49,548 | not reported in the loaded dataset | 2023 |
| Resources Investment Advisors | INVESTMENT ADVISOR | $45,672 | not reported in the loaded dataset | 2023 |
| The Finway Group | CONTRACT ADMIN | $15,713 | not reported in the loaded dataset | 2023 |
| Avintus | OTHER | $13,218 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Galloway & Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Greenwood Village, CO
- Onedigital Investment Advisors — Schedule C compensation
- Resources Investment Advisors — Schedule C compensation
- The Finway Group — Schedule C compensation
- Avintus — Schedule C compensation