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G & W RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameG & W RETIREMENT SAVINGS PLAN
Plan identification number 001

G & W RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

G & W ENGINEERING CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:G & W ENGINEERING CORPORATION
Employer identification number (EIN):431661658
NAIC Classification:541330
NAIC Description:Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan G & W RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KEVIN GRIESEMER2024-07-09
0012022-01-01KEVIN GRIESEMER2023-06-28
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01STEVEN S. LOHER
0012016-01-01STEVEN S. LOHER
0012015-01-01KEVIN GRIESEMER
0012014-01-01KEVIN
0012013-01-01KEVIN GRIESEMER KEVIN GRIESEMER2014-06-11
0012012-01-01KEVIN GRIESEMER KEVIN GRIESEMER2013-07-16
0012011-01-01KEVIN GRIESEMER
0012010-01-01KEVIN GRIESEMER
0012009-01-01KEVIN S. GRIESEMER KEVIN S. GRIESEMER2010-07-22

Plan Statistics for G & W RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for G & W RETIREMENT SAVINGS PLAN

Measure Date Value
2023: G & W RETIREMENT SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0147
Total number of active participants reported on line 7a of the Form 55002023-01-0123
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0119
Total of all active and inactive participants2023-01-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0142
Number of participants with account balances2023-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: G & W RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0143
Total number of active participants reported on line 7a of the Form 55002022-01-0127
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0120
Total of all active and inactive participants2022-01-0147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0147
Number of participants with account balances2022-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: G & W RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0151
Total number of active participants reported on line 7a of the Form 55002021-01-0127
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0116
Total of all active and inactive participants2021-01-0143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0143
Number of participants with account balances2021-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: G & W RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0150
Total number of active participants reported on line 7a of the Form 55002020-01-0143
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-018
Total of all active and inactive participants2020-01-0151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0151
Number of participants with account balances2020-01-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: G & W RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0141
Total number of active participants reported on line 7a of the Form 55002019-01-0142
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-016
Total of all active and inactive participants2019-01-0148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0148
Number of participants with account balances2019-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: G & W RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0136
Total number of active participants reported on line 7a of the Form 55002018-01-0137
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-014
Total of all active and inactive participants2018-01-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0141
Number of participants with account balances2018-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: G & W RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0134
Total number of active participants reported on line 7a of the Form 55002017-01-0132
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-012
Total of all active and inactive participants2017-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0134
Number of participants with account balances2017-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: G & W RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0128
Total number of active participants reported on line 7a of the Form 55002016-01-0131
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-013
Total of all active and inactive participants2016-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0134
Number of participants with account balances2016-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: G & W RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0125
Total number of active participants reported on line 7a of the Form 55002015-01-0126
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0128
Number of participants with account balances2015-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: G & W RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0118
Total number of active participants reported on line 7a of the Form 55002014-01-0123
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0125
Number of participants with account balances2014-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: G & W RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0125
Total number of active participants reported on line 7a of the Form 55002013-01-0117
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0118
Number of participants with account balances2013-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: G & W RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0120
Total number of active participants reported on line 7a of the Form 55002012-01-0115
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-017
Total of all active and inactive participants2012-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0122
Number of participants with account balances2012-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0138
2011: G & W RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0121
Total number of active participants reported on line 7a of the Form 55002011-01-0117
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-014
Total of all active and inactive participants2011-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0121
Number of participants with account balances2011-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: G & W RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0119
Total number of active participants reported on line 7a of the Form 55002010-01-0116
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-015
Total of all active and inactive participants2010-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0121
Number of participants with account balances2010-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: G & W RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0120
Total number of active participants reported on line 7a of the Form 55002009-01-0114
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-014
Total of all active and inactive participants2009-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0118
Number of participants with account balances2009-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on G & W RETIREMENT SAVINGS PLAN

Measure Date Value
2023 : G & W RETIREMENT SAVINGS PLAN 2023 401k financial data
Total income from all sources2023-12-31$1,057,574
Expenses. Total of all expenses incurred2023-12-31$363,580
Benefits paid (including direct rollovers)2023-12-31$329,205
Total plan assets at end of year2023-12-31$5,682,576
Total plan assets at beginning of year2023-12-31$4,988,582
Value of fidelity bond covering the plan2023-12-31$500,000
Total contributions received or receivable from participants2023-12-31$210,104
Other income received2023-12-31$756,824
Net income (gross income less expenses)2023-12-31$693,994
Net plan assets at end of year (total assets less liabilities)2023-12-31$5,682,576
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$4,988,582
Assets. Value of participant loans2023-12-31$15,591
Total contributions received or receivable from employer(s)2023-12-31$90,646
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$34,375
2022 : G & W RETIREMENT SAVINGS PLAN 2022 401k financial data
Total income from all sources2022-12-31$-578,716
Expenses. Total of all expenses incurred2022-12-31$383,456
Benefits paid (including direct rollovers)2022-12-31$349,069
Total plan assets at end of year2022-12-31$4,988,582
Total plan assets at beginning of year2022-12-31$5,950,754
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$221,825
Contributions received from other sources (not participants or employers)2022-12-31$33,763
Other income received2022-12-31$-930,754
Net income (gross income less expenses)2022-12-31$-962,172
Net plan assets at end of year (total assets less liabilities)2022-12-31$4,988,582
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$5,950,754
Assets. Value of participant loans2022-12-31$22,251
Total contributions received or receivable from employer(s)2022-12-31$96,450
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$34,387
2021 : G & W RETIREMENT SAVINGS PLAN 2021 401k financial data
Total income from all sources2021-12-31$1,239,615
Expenses. Total of all expenses incurred2021-12-31$1,181,650
Benefits paid (including direct rollovers)2021-12-31$1,144,138
Total plan assets at end of year2021-12-31$5,950,754
Total plan assets at beginning of year2021-12-31$5,892,789
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$296,539
Other income received2021-12-31$815,490
Net income (gross income less expenses)2021-12-31$57,965
Net plan assets at end of year (total assets less liabilities)2021-12-31$5,950,754
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$5,892,789
Assets. Value of participant loans2021-12-31$9,737
Total contributions received or receivable from employer(s)2021-12-31$127,586
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$37,512
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : G & W RETIREMENT SAVINGS PLAN 2020 401k financial data
Total income from all sources2020-12-31$1,383,860
Expenses. Total of all expenses incurred2020-12-31$75,334
Benefits paid (including direct rollovers)2020-12-31$45,568
Total plan assets at end of year2020-12-31$5,892,789
Total plan assets at beginning of year2020-12-31$4,584,263
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$350,490
Expenses. Other expenses not covered elsewhere2020-12-31$29,766
Contributions received from other sources (not participants or employers)2020-12-31$79,447
Other income received2020-12-31$797,298
Net income (gross income less expenses)2020-12-31$1,308,526
Net plan assets at end of year (total assets less liabilities)2020-12-31$5,892,789
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$4,584,263
Assets. Value of participant loans2020-12-31$73,813
Total contributions received or receivable from employer(s)2020-12-31$156,625
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : G & W RETIREMENT SAVINGS PLAN 2019 401k financial data
Total income from all sources2019-12-31$1,351,718
Expenses. Total of all expenses incurred2019-12-31$53,493
Benefits paid (including direct rollovers)2019-12-31$28,012
Total plan assets at end of year2019-12-31$4,584,263
Total plan assets at beginning of year2019-12-31$3,286,038
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$318,542
Contributions received from other sources (not participants or employers)2019-12-31$135,730
Other income received2019-12-31$753,056
Net income (gross income less expenses)2019-12-31$1,298,225
Net plan assets at end of year (total assets less liabilities)2019-12-31$4,584,263
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$3,286,038
Assets. Value of participant loans2019-12-31$34,847
Total contributions received or receivable from employer(s)2019-12-31$144,390
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$25,481
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : G & W RETIREMENT SAVINGS PLAN 2018 401k financial data
Total income from all sources2018-12-31$157,394
Expenses. Total of all expenses incurred2018-12-31$123,976
Benefits paid (including direct rollovers)2018-12-31$101,080
Total plan assets at end of year2018-12-31$3,286,038
Total plan assets at beginning of year2018-12-31$3,252,620
Value of fidelity bond covering the plan2018-12-31$400,000
Total contributions received or receivable from participants2018-12-31$233,092
Other income received2018-12-31$-196,504
Net income (gross income less expenses)2018-12-31$33,418
Net plan assets at end of year (total assets less liabilities)2018-12-31$3,286,038
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$3,252,620
Assets. Value of participant loans2018-12-31$27,147
Total contributions received or receivable from employer(s)2018-12-31$120,806
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$22,896
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : G & W RETIREMENT SAVINGS PLAN 2017 401k financial data
Total income from all sources2017-12-31$730,351
Expenses. Total of all expenses incurred2017-12-31$74,195
Benefits paid (including direct rollovers)2017-12-31$53,495
Total plan assets at end of year2017-12-31$3,252,620
Total plan assets at beginning of year2017-12-31$2,596,464
Value of fidelity bond covering the plan2017-12-31$325,000
Total contributions received or receivable from participants2017-12-31$178,715
Contributions received from other sources (not participants or employers)2017-12-31$44,935
Other income received2017-12-31$426,276
Net income (gross income less expenses)2017-12-31$656,156
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,252,620
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,596,464
Assets. Value of participant loans2017-12-31$21,132
Total contributions received or receivable from employer(s)2017-12-31$80,425
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$20,700
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : G & W RETIREMENT SAVINGS PLAN 2016 401k financial data
Total income from all sources2016-12-31$529,782
Expenses. Total of all expenses incurred2016-12-31$39,507
Benefits paid (including direct rollovers)2016-12-31$20,992
Total plan assets at end of year2016-12-31$2,596,464
Total plan assets at beginning of year2016-12-31$2,106,189
Value of fidelity bond covering the plan2016-12-31$275,000
Total contributions received or receivable from participants2016-12-31$205,006
Contributions received from other sources (not participants or employers)2016-12-31$3,776
Other income received2016-12-31$203,279
Net income (gross income less expenses)2016-12-31$490,275
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,596,464
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,106,189
Assets. Value of participant loans2016-12-31$12,232
Total contributions received or receivable from employer(s)2016-12-31$117,721
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$18,515
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : G & W RETIREMENT SAVINGS PLAN 2015 401k financial data
Total income from all sources2015-12-31$267,948
Expenses. Total of all expenses incurred2015-12-31$64,936
Benefits paid (including direct rollovers)2015-12-31$47,524
Total plan assets at end of year2015-12-31$2,106,189
Total plan assets at beginning of year2015-12-31$1,903,177
Value of fidelity bond covering the plan2015-12-31$225,000
Total contributions received or receivable from participants2015-12-31$180,972
Contributions received from other sources (not participants or employers)2015-12-31$21,587
Other income received2015-12-31$-18,047
Net income (gross income less expenses)2015-12-31$203,012
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,106,189
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,903,177
Assets. Value of participant loans2015-12-31$14,325
Total contributions received or receivable from employer(s)2015-12-31$83,436
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$17,412
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : G & W RETIREMENT SAVINGS PLAN 2014 401k financial data
Total income from all sources2014-12-31$251,219
Expenses. Total of all expenses incurred2014-12-31$139,739
Benefits paid (including direct rollovers)2014-12-31$127,047
Total plan assets at end of year2014-12-31$1,903,177
Total plan assets at beginning of year2014-12-31$1,791,697
Value of fidelity bond covering the plan2014-12-31$200,000
Total contributions received or receivable from participants2014-12-31$86,057
Other income received2014-12-31$118,185
Net income (gross income less expenses)2014-12-31$111,480
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,903,177
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,791,697
Assets. Value of participant loans2014-12-31$22,541
Total contributions received or receivable from employer(s)2014-12-31$46,977
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$12,692
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : G & W RETIREMENT SAVINGS PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total income from all sources2013-12-31$497,879
Expenses. Total of all expenses incurred2013-12-31$210,728
Benefits paid (including direct rollovers)2013-12-31$203,432
Total plan assets at end of year2013-12-31$1,791,697
Total plan assets at beginning of year2013-12-31$1,504,546
Value of fidelity bond covering the plan2013-12-31$150,000
Total contributions received or receivable from participants2013-12-31$124,735
Expenses. Other expenses not covered elsewhere2013-12-31$70
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$359,741
Net income (gross income less expenses)2013-12-31$287,151
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,791,697
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,504,546
Assets. Value of participant loans2013-12-31$24,967
Total contributions received or receivable from employer(s)2013-12-31$13,403
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$7,226
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : G & W RETIREMENT SAVINGS PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total income from all sources2012-12-31$335,221
Expenses. Total of all expenses incurred2012-12-31$79,939
Benefits paid (including direct rollovers)2012-12-31$69,904
Total plan assets at end of year2012-12-31$1,504,546
Total plan assets at beginning of year2012-12-31$1,249,264
Value of fidelity bond covering the plan2012-12-31$140,000
Total contributions received or receivable from participants2012-12-31$150,146
Expenses. Other expenses not covered elsewhere2012-12-31$70
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$171,125
Net income (gross income less expenses)2012-12-31$255,282
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,504,546
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,249,264
Assets. Value of participant loans2012-12-31$33,346
Total contributions received or receivable from employer(s)2012-12-31$13,950
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$9,965
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : G & W RETIREMENT SAVINGS PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total income from all sources2011-12-31$1,591
Expenses. Total of all expenses incurred2011-12-31$41,023
Benefits paid (including direct rollovers)2011-12-31$33,905
Total plan assets at end of year2011-12-31$1,249,264
Total plan assets at beginning of year2011-12-31$1,288,696
Value of fidelity bond covering the plan2011-12-31$140,000
Total contributions received or receivable from participants2011-12-31$41,389
Expenses. Other expenses not covered elsewhere2011-12-31$70
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-46,390
Net income (gross income less expenses)2011-12-31$-39,432
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,249,264
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,288,696
Assets. Value of participant loans2011-12-31$31,413
Total contributions received or receivable from employer(s)2011-12-31$6,592
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$7,048
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : G & W RETIREMENT SAVINGS PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total income from all sources2010-12-31$245,668
Expenses. Total of all expenses incurred2010-12-31$20,319
Benefits paid (including direct rollovers)2010-12-31$17,892
Total plan assets at end of year2010-12-31$1,288,696
Total plan assets at beginning of year2010-12-31$1,063,347
Value of fidelity bond covering the plan2010-12-31$140,000
Total contributions received or receivable from participants2010-12-31$78,148
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$158,687
Net income (gross income less expenses)2010-12-31$225,349
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,288,696
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,063,347
Assets. Value of participant loans2010-12-31$21,330
Total contributions received or receivable from employer(s)2010-12-31$8,833
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$2,427
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
2009 : G & W RETIREMENT SAVINGS PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for G & W RETIREMENT SAVINGS PLAN

2023: G & W RETIREMENT SAVINGS PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: G & W RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: G & W RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: G & W RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: G & W RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: G & W RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: G & W RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: G & W RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: G & W RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: G & W RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: G & W RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: G & W RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: G & W RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: G & W RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: G & W RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-019982
Policy instance 1
Insurance contract or identification numberGA-019982
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-01-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-019982
Policy instance 1
Insurance contract or identification numberGA-019982
Number of Individuals Covered18
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $5,464
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,464
Insurance broker organization code?3
Insurance broker nameEDWARD D JONES & CO
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-019982
Policy instance 1
Insurance contract or identification numberGA-019982
Number of Individuals Covered15
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $4,636
Total amount of fees paid to insurance companyUSD $1,328
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,636
Insurance broker organization code?3
Amount paid for insurance broker fees1328
Additional information about fees paid to insurance brokerSALES/MARKETING
Insurance broker nameEDWARD D JONES & CO
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-019982
Policy instance 1
Insurance contract or identification numberGA-019982
Number of Individuals Covered21
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $4,362
Total amount of fees paid to insurance companyUSD $1,037
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-019982
Policy instance 1
Insurance contract or identification numberGA-019982
Number of Individuals Covered21
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $3,640
Total amount of fees paid to insurance companyUSD $824
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,640
Insurance broker organization code?3
Amount paid for insurance broker fees824
Additional information about fees paid to insurance brokerSALES/MARKETING
Insurance broker nameEDWARD D JONES & CO

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