How big is BW Glenn Financial's plan?

BW Glenn Financial's plan reported $367K in assets and 18 participants for 2023.

Original filing (PDF)20240626092730NAL0017963922001

BW Glenn Financial

Name: BW Glenn Financial — BW Glenn Financial 401(k) Plan, Form 5500 (2023)
Creator: BW Glenn Financial
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BW Glenn Financial 401(k) Plan

401(k) retirement plan · BW Glenn Financial's BW Glenn Financial 401(k) Plan held $367K in plan assets for 18 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$367K

Net assets (EOY)

$367K

People on this filing

Kristina Strickland signed BW Glenn Financial's 2023 Form 5500 as plan administrator.

Kristina Strickland — 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

BW Glenn Financial's EIN is 45-5532403.

EIN 45-5532403

Plan number 001

Plan year 2023

ACK ID 20240626092730NAL0017963922001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for BW Glenn Financial from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

BW Glenn Financial's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

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

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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