How big is GWIS, LLC's plan?

GWIS, LLC's plan reported $699K in assets and 20 participants for 2024.

Original filing (PDF)20250506164523NAL0009537665001

GWIS, LLC

Name: GWIS, LLC — G-Money 401(k) Plan, Form 5500 (2024)
Creator: GWIS, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

G-Money 401(k) Plan

401(k) retirement plan · GWIS, LLC's G-Money 401(k) Plan held $699K in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$699K

Net assets (EOY)

$699K

People on this filing

Joel Tanner signed GWIS, LLC's 2024 Form 5500 as plan administrator.

Joel Tanner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

GWIS, LLC's EIN is 27-3043561.

EIN 27-3043561

Plan number 001

Plan year 2024

ACK ID 20250506164523NAL0009537665001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for GWIS, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

GWIS, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GWIS, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

GWIS, LLC

EIN

all filings

Address

668 NORTH COAST HIGHWAY · #183 · LAGUNA BEACH, CA · 92651

Phone

(877) 728-8901

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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