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Gw Financial Group LLC 401(k) Plan
Gw Financial Group LLC, Brookfield WI. Employer ID 464435042, plan number 001. Annual reports on file for 2015 to 2017.
Where the money went
Plans that moved money into this one:
- 2015: money from Enerson Law, LLC 401(k) Plan moved in.
- 2015: money from Rausch Sturm, LLP 401(k) Plan moved in.
- Filed 2015-2017Gw Financial Group LLC 401(k) Plan, Gw Financial Group LLC
- 2017Assets transferred to Capps, LLC 401(k) Plan
- TodayCapps, LLC 401(k) Plan still files. Adp, Inc. keeps the records. That is where to ask.
Records are kept by Adp, Inc., per the 2024 filing.
Worked here?
Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.
Events in the filings
- 2017: The plan filed its last report: it ended, merged into another plan, or paid everyone out.
- 2017: The employer decided to close the plan.
People in the plan
"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.