Original filing (PDF)20240626092730NAL0017963922001

BW GLENN FINANCIAL

Name: BW GLENN FINANCIAL — BW GLENN FINANCIAL 401(K) PLAN, Form 5500 (2023)
Creator: BW GLENN FINANCIAL

Form 5500-SF

FILING_RECEIVED

BW GLENN FINANCIAL 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$367K

Net assets (EOY)

$367K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BW GLENN FINANCIAL.

Plan sponsor

Name

BW GLENN FINANCIAL

EIN

45-5532403

Address

10801 MASTIN ST STE 370 · OVERLAND PARK, KS · 662101776

Phone

(913) 563-7333

Industry

Agriculture, Forestry, Fishing, Huntingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-06-26

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)

2A · Age/service weighted or new comparability

2S · Automatic enrollment

Service providers (Schedule C)

Small plans don't disclose service providers

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